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Highland Investment Advisors LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Highland Investment Advisors LLC’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 		$82.3K Buy
+2,433
New +$80.6K 0.04% 135

Other funds holding SCHG

Envestnet Asset Management
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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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Highland Investment Advisors LLC's SCHG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 2,433 shares worth $82.3K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings.

1,471 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Highland Investment Advisors LLC held 2,433 shares of Schwab US Large-Cap Growth ETF worth $82.3K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #135 holding.
  • 1,471 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.