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Indie Asset Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Indie Asset Partners’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 		$2.03M Sell
59,864
-1,700
-3% -$56.3K 1.94% 15
2026
Q1 		$1.79M Sell
61,564
-2,660
-4% -$82.7K 2.04% 12
2025
Q4 		$2.09M Hold
64,224
– – 2.34% 11
2025
Q3 		$2.05M Buy
64,224
+400
+0.6% +$12.2K 2.73% 11
2025
Q2 		$1.86M Sell
63,824
-7,418
-10% -$196K 3.39% 8
2025
Q1 		$1.78M Sell
71,242
-1,009
-1% -$27.6K 1.55% 8
2024
Q4 		$2.01M Buy
72,251
+2,695
+4% +$73.7K 1.58% 10
2024
Q3 		$1.81M Buy
69,556
+18,256
+36% +$459K 1.36% 10
2024
Q2 		$1.29M Buy
51,300
+1,400
+3% +$33K 1.03% 14
2024
Q1 		$1.16M Buy
49,900
+2,000
+4% +$44.2K 1.03% 14
2023
Q4 		$993K Buy
47,900
+1,668
+4% +$32.3K 0.9% 15
2023
Q3 		$840K Sell
46,232
-80
-0.2% -$1.51K 0.85% 15
2023
Q2 		$868K Sell
46,312
-4,280
-8% -$73.4K 0.94% 15
2023
Q1 		$824K Sell
50,592
-200
-0.4% -$3.04K 0.96% 16
2022
Q4 		$706K Sell
50,792
-13,200
-21% -$190K 0.77% 23
2022
Q3 		$893K Sell
63,992
-7,976
-11% -$125K 0.92% 14
2022
Q2 		$1.04M Sell
71,968
-2,420
-3% -$38.7K 0.92% 13
2022
Q1 		$1.39M Sell
74,388
-15,740
-17% -$287K 1.05% 14
2021
Q4 		$1.84M Sell
90,128
-6,360
-7% -$127K 1.34% 13
2021
Q3 		$1.79M Buy
96,488
+1,112
+1% +$21.2K 1.45% 12
2021
Q2 		$1.74M Sell
95,376
-6,600
-6% -$114K 1.41% 10
2021
Q1 		$1.65M Sell
101,976
-41,120
-29% -$669K 1.88% 10
2020
Q4 		$2.3M Sell
143,096
-7,944
-5% -$120K 2.67% 6
2020
Q3 		$2.17M Sell
151,040
-6,632
-4% -$92.4K 2.72% 9
2020
Q2 		$2.2M Sell
157,672
-194,072
-55% -$2.26M 2.76% 8
2020
Q1 		$3.5M Sell
351,744
-14,192
-4% -$162K 4.37% 4
2019
Q4 		$4.25M Buy
+365,936
New +$4.03M 4.51% 6

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

Indie Asset Partners's SCHG Position: Q2 2026 in Review

Indie Asset Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q2 2026, selling an estimated $56.3K and leaving 59,864 shares worth $2.03M. The position accounts for 1.94% of the portfolio, ranked #15.

Indie Asset Partners first reported a position in SCHG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q4 2019. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Indie Asset Partners held 59,864 shares of Schwab US Large-Cap Growth ETF worth $2.03M as of Q2 2026.
  • Indie Asset Partners sold 1,700 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $56.3K.
  • Schwab US Large-Cap Growth ETF made up 1.94% of Indie Asset Partners's portfolio in Q2 2026, its #15 holding.
  • Indie Asset Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Indie Asset Partners's Schwab US Large-Cap Growth ETF position peaked at $4.25M in Q4 2019.
  • 1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.