Howard Bailey Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Howard Bailey Securities’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	$1.09M	Buy	32,138 +4,883	+18%	+$162K	0.41%	37
2026 Q1	$794K	Buy	27,255 +195	+0.7%	+$6.06K	0.33%	50
2025 Q4	$883K	Sell	27,060 -324,037	-92%	-$10.5M	0.35%	48
2025 Q3	$11.2M	Sell	351,097 -2,877	-0.8%	-$87.7K	3.19%	6
2025 Q2	$10.3M	Buy	353,974 +11,456	+3%	+$303K	3.19%	6
2025 Q1	$8.58M	Buy	342,518 +80,464	+31%	+$2.2M	2.86%	8
2024 Q4	$7.3M	Buy	262,054 +6,850	+3%	+$187K	2.71%	7
2024 Q3	$6.65M	Buy	+255,204	New	+$6.42M	2.52%	10

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Howard Bailey Securities's SCHG Position: Q2 2026 in Review

Howard Bailey Securities increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q2 2026, buying an estimated $162K and bringing the position to 32,138 shares worth $1.09M. The position accounts for 0.41% of the portfolio, ranked #37.

Howard Bailey Securities first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Howard Bailey Securities held 32,138 shares of Schwab US Large-Cap Growth ETF worth $1.09M as of Q2 2026.
Howard Bailey Securities bought 4,883 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $162K.
Schwab US Large-Cap Growth ETF made up 0.41% of Howard Bailey Securities's portfolio in Q2 2026, its #37 holding.
Howard Bailey Securities first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's Schwab US Large-Cap Growth ETF position peaked at $11.2M in Q3 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.