Integrated Wealth Concepts’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Integrated Wealth Concepts’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	$76.6M	Buy	2,262,543 +634,489	+39%	+$21M	0.37%	48
2026 Q1	$47.4M	Buy	1,628,054 +415,706	+34%	+$12.9M	0.38%	47
2025 Q4	$39.5M	Sell	1,212,348 -313,434	-21%	-$10.2M	0.47%	40
2025 Q3	$48.7M	Buy	1,525,782 +101,279	+7%	+$3.09M	0.44%	48
2025 Q2	$41.6M	Buy	1,424,503 +164,857	+13%	+$4.36M	0.42%	46
2025 Q1	$31.5M	Sell	1,259,646 -457,762	-27%	-$12.5M	0.37%	55
2024 Q4	$47.9M	Buy	1,717,408 +187,888	+12%	+$5.14M	0.56%	33
2024 Q3	$39.8M	Buy	1,529,520 +1,091,532	+249%	+$27.5M	0.49%	37
2024 Q2	$11M	Sell	437,988 -397,308	-48%	-$9.37M	0.15%	144
2024 Q1	$19.4M	Sell	835,296 -30,276	-3%	-$670K	0.28%	82
2023 Q4	$18M	Sell	865,572 -8,640	-1%	-$167K	0.29%	79
2023 Q3	$15.9M	Sell	874,212 -450,240	-34%	-$8.47M	0.28%	89
2023 Q2	$24.8M	Buy	1,324,452 +50,596	+4%	+$867K	0.43%	47
2023 Q1	$20.8M	Sell	1,273,856 -49,196	-4%	-$747K	0.43%	49
2022 Q4	$18.4M	Buy	1,323,052 +921,648	+230%	+$13.3M	0.5%	44
2022 Q3	$5.6M	Buy	401,404 +8,704	+2%	+$136K	0.18%	121
2022 Q2	$5.69M	Buy	392,700 +113,968	+41%	+$1.82M	0.18%	126
2022 Q1	$5.21M	Buy	278,732 +26,724	+11%	+$487K	0.16%	122
2021 Q4	$5.16M	Buy	252,008 +7,240	+3%	+$145K	0.15%	118
2021 Q3	$4.53M	Buy	244,768 +6,096	+3%	+$116K	0.15%	125
2021 Q2	$4.36M	Sell	238,672 -3,464	-1%	-$59.9K	0.15%	124
2021 Q1	$3.93M	Buy	242,136 +9,128	+4%	+$149K	0.16%	113
2020 Q4	$3.74M	Buy	233,008 +5,296	+2%	+$80.3K	0.18%	99
2020 Q3	$3.28M	Buy	227,712 +30,160	+15%	+$420K	0.2%	94
2020 Q2	$2.51M	Buy	197,552 +3,592	+2%	+$41.9K	0.18%	95
2020 Q1	$1.93M	Buy	193,960 +56,312	+41%	+$642K	0.18%	94
2019 Q4	$1.6M	Buy	137,648 +13,192	+11%	+$145K	0.13%	107
2019 Q3	$1.31M	Buy	+124,456	New	+$1.31M	0.15%	105
2019 Q2	–	Sell	-39,320	Closed	-$390K	–	401
2019 Q1	$390K	Buy	39,320 +40	+0.1%	+$378	0.07%	200
2018 Q4	$338K	Buy	+39,280	New	+$366K	0.09%	173

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

Integrated Wealth Concepts's SCHG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 39% in Q2 2026, buying an estimated $21M and bringing the position to 2,262,543 shares worth $76.6M. The position accounts for 0.37% of the portfolio, ranked #48.

Integrated Wealth Concepts first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Integrated Wealth Concepts held 2,262,543 shares of Schwab US Large-Cap Growth ETF worth $76.6M as of Q2 2026.
Integrated Wealth Concepts bought 634,489 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $21M.
Schwab US Large-Cap Growth ETF made up 0.37% of Integrated Wealth Concepts's portfolio in Q2 2026, its #48 holding.
Integrated Wealth Concepts first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.