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Integrated Investment Consultants’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Integrated Investment Consultants’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 		$8.53M Sell
252,161
-1,277
-0.5% -$42.3K 1.68% 16
2026
Q1 		$7.38M Sell
253,438
-3,050
-1% -$94.8K 1.57% 17
2025
Q4 		$8.37M Sell
256,488
-6,886
-3% -$224K 1.64% 16
2025
Q3 		$8.4M Buy
263,374
+74
+0% +$2.25K 1.43% 18
2025
Q2 		$7.69M Sell
263,300
-8,257
-3% -$218K 1.51% 15
2025
Q1 		$6.8M Sell
271,557
-3,199
-1% -$87.6K 1.35% 17
2024
Q4 		$7.66M Sell
274,756
-2,256
-0.8% -$61.7K 1.58% 15
2024
Q3 		$7.21M Sell
277,012
-6,720
-2% -$169K 1.57% 15
2024
Q2 		$6.58M Hold
283,732
– – 1.81% 14
2024
Q1 		$6.58M Sell
283,732
-6,896
-2% -$153K 1.81% 14
2023
Q4 		$6.03M Hold
290,628
– – 1.91% 13
2023
Q3 		$5.28M Sell
290,628
-16,240
-5% -$306K 1.92% 14
2023
Q2 		$5.75M Hold
306,868
– – 1.82% 15
2023
Q1 		$5M Buy
306,868
+12,800
+4% +$194K 1.57% 15
2022
Q4 		$4.08M Buy
294,068
+273,668
+1,342% +$3.93M 1.38% 17
2022
Q3 		$285K Hold
20,400
– – 0.11% 162
2022
Q2 		$296K Hold
20,400
– – 0.11% 156
2022
Q1 		$382K Sell
20,400
-4,400
-18% -$80.2K 0.1% 178
2021
Q4 		$508K Hold
24,800
– – 0.14% 133
2021
Q3 		$459K Hold
24,800
– – 0.13% 133
2021
Q2 		$452K Hold
24,800
– – 0.13% 138
2021
Q1 		$402K Hold
24,800
– – 0.14% 144
2020
Q4 		$398K Sell
24,800
-18,400
-43% -$279K 0.15% 122
2020
Q3 		$622K Hold
43,200
– – 0.29% 61
2020
Q2 		$548K Hold
43,200
– – 0.26% 65
2020
Q1 		$430K Sell
43,200
-16,000
-27% -$183K 0.25% 70
2019
Q4 		$688K Hold
59,200
– – 0.28% 64
2019
Q3 		$622K Hold
59,200
– – 0.32% 61
2019
Q2 		$616K Hold
59,200
– – 0.32% 64
2019
Q1 		$588K Hold
59,200
– – 0.31% 65
2018
Q4 		$510K Buy
+59,200
New +$551K 0.27% 65

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

Integrated Investment Consultants's SCHG Position: Q2 2026 in Review

Integrated Investment Consultants reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.5% in Q2 2026, selling an estimated $42.3K and leaving 252,161 shares worth $8.53M. The position accounts for 1.68% of the portfolio, ranked #16.

Integrated Investment Consultants first reported a position in SCHG in Q4 2018 and has held it in 31 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Integrated Investment Consultants held 252,161 shares of Schwab US Large-Cap Growth ETF worth $8.53M as of Q2 2026.
  • Integrated Investment Consultants sold 1,277 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $42.3K.
  • Schwab US Large-Cap Growth ETF made up 1.68% of Integrated Investment Consultants's portfolio in Q2 2026, its #16 holding.
  • Integrated Investment Consultants first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.