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Investment Research Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Investment Research 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 		– Sell
-13,697
Closed -$399K – 291
2026
Q1 		$399K Sell
13,697
-370
-3% -$11.5K 0.16% 142
2025
Q4 		$459K Hold
14,067
– – 0.2% 121
2025
Q3 		$474K Buy
+14,067
New +$429K 0.21% 115

Other funds holding SCHG

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Investment Research Partners's SCHG Position: Q2 2026 in Review

Investment Research Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 13,697 shares — an estimated $399K sold.

Investment Research Partners first reported a position in SCHG in Q3 2025 and held it in 3 quarters. The position peaked at $474K in Q3 2025. 1,390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Investment Research Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Research Partners sold 13,697 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $399K.
  • Investment Research Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 3 quarters.
  • Investment Research Partners's Schwab US Large-Cap Growth ETF position peaked at $474K in Q3 2025.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.