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Invested Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Invested Advisors’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 		$437K Sell
12,924
-4,448
-26% -$147K 0.39% 71
2026
Q1 		$506K Sell
17,372
-414
-2% -$12.9K 0.51% 52
2025
Q4 		$580K Buy
17,786
+5,525
+45% +$180K 0.6% 38
2025
Q3 		$345K Buy
+12,261
New +$374K 0.5% 57

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

Invested Advisors's SCHG Position: Q2 2026 in Review

Invested Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 26% in Q2 2026, selling an estimated $147K and leaving 12,924 shares worth $437K. The position accounts for 0.39% of the portfolio, ranked #71.

Invested Advisors first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $580K in Q4 2025. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Invested Advisors held 12,924 shares of Schwab US Large-Cap Growth ETF worth $437K as of Q2 2026.
  • Invested Advisors sold 4,448 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $147K.
  • Schwab US Large-Cap Growth ETF made up 0.39% of Invested Advisors's portfolio in Q2 2026, its #71 holding.
  • Invested Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Schwab US Large-Cap Growth ETF position peaked at $580K in Q4 2025.
  • 1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.