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Horizon Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Horizon Investments’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03K Sell
60
-64
-52% -$2.12K ﹤0.01% 1268
2026
Q1 		$3.61K Buy
124
+62
+100% +$1.93K ﹤0.01% 1244
2025
Q4 		$2.02K Sell
62
-672
-92% -$21.9K ﹤0.01% 1209
2025
Q3 		$23.4K Buy
734
+291
+66% +$8.87K ﹤0.01% 1022
2025
Q2 		$12.9K Hold
443
– – ﹤0.01% 988
2025
Q1 		$11.1K Sell
443
-300
-40% -$8.22K ﹤0.01% 670
2024
Q4 		$20.7K Buy
743
+359
+93% +$9.82K ﹤0.01% 663
2024
Q3 		$2.5K Sell
384
-88
-19% -$2.21K ﹤0.01% 688
2024
Q2 		$11.9K Sell
472
-24
-5% -$566 ﹤0.01% 665
2024
Q1 		$11.5K Buy
496
+132
+36% +$2.92K ﹤0.01% 647
2023
Q4 		$7.55K Buy
364
+304
+507% +$5.88K ﹤0.01% 640
2023
Q3 		$1.09K Sell
60
-40
-40% -$753 ﹤0.01% 687
2023
Q2 		$1.87K Hold
100
– – ﹤0.01% 656
2023
Q1 		$1.63K Buy
+100
New +$1.52K ﹤0.01% 660

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Horizon Investments's SCHG Position: Q2 2026 in Review

Horizon Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 52% in Q2 2026, selling an estimated $2.12K and leaving 60 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Horizon Investments first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.4K in Q3 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Horizon Investments held 60 shares of Schwab US Large-Cap Growth ETF worth $2.03K as of Q2 2026.
  • Horizon Investments sold 64 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.12K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1268 holding.
  • Horizon Investments first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Horizon Investments's Schwab US Large-Cap Growth ETF position peaked at $23.4K in Q3 2025.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.