Ipsen Advisor Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ipsen Advisor Group’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	$424K	Sell	12,530 -495	-4%	-$16.4K	0.27%	82
2026 Q1	$379K	Sell	13,025 -1,378	-10%	-$42.8K	0.27%	88
2025 Q4	$470K	Buy	14,403 +14	+0.1%	+$455	0.33%	76
2025 Q3	$459K	Sell	14,389 -763	-5%	-$23.3K	0.33%	77
2025 Q2	$443K	Buy	15,152 +15	+0.1%	+$397	0.34%	74
2025 Q1	$379K	Buy	15,137 +16	+0.1%	+$438	0.33%	76
2024 Q4	$421K	Buy	+15,121	New	+$414K	0.36%	69
2022 Q4	$253K	Buy	+18,228	New	+$262K	0.29%	87

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

Ipsen Advisor Group's SCHG Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.8% in Q2 2026, selling an estimated $16.4K and leaving 12,530 shares worth $424K. The position accounts for 0.27% of the portfolio, ranked #82.

Ipsen Advisor Group first reported a position in SCHG in Q4 2022 and has held it in 8 quarters since. The position peaked at $470K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Ipsen Advisor Group held 12,530 shares of Schwab US Large-Cap Growth ETF worth $424K as of Q2 2026.
Ipsen Advisor Group sold 495 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $16.4K.
Schwab US Large-Cap Growth ETF made up 0.27% of Ipsen Advisor Group's portfolio in Q2 2026, its #82 holding.
Ipsen Advisor Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Schwab US Large-Cap Growth ETF position peaked at $470K in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.