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IFC & Insurance Marketing’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

IFC & Insurance Marketing’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 		$412K Buy
12,183
+1,366
+13% +$45.3K 0.36% 41
2026
Q1 		$315K Buy
10,817
+1,112
+11% +$34.6K 0.33% 47
2025
Q4 		$317K Buy
+9,705
New +$316K 0.31% 43

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 22.96% 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

IFC & Insurance Marketing's SCHG Position: Q2 2026 in Review

IFC & Insurance Marketing increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, buying an estimated $45.3K and bringing the position to 12,183 shares worth $412K. The position accounts for 0.36% of the portfolio, ranked #41.

IFC & Insurance Marketing first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • IFC & Insurance Marketing held 12,183 shares of Schwab US Large-Cap Growth ETF worth $412K as of Q2 2026.
  • IFC & Insurance Marketing bought 1,366 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $45.3K.
  • Schwab US Large-Cap Growth ETF made up 0.36% of IFC & Insurance Marketing's portfolio in Q2 2026, its #41 holding.
  • IFC & Insurance Marketing first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.