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Go Invest LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Go Invest LLC’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 		$20.6K Buy
608
+434
+249% +$14.4K ﹤0.01% 60
2026
Q1 		$5.06K Buy
174
+100
+135% +$3.11K ﹤0.01% 78
2025
Q4 		$2.41K Buy
+74
New +$2.41K ﹤0.01% 91

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Go Invest LLC's SCHG Position: Q2 2026 in Review

Go Invest LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 249% in Q2 2026, buying an estimated $14.4K and bringing the position to 608 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #60.

Go Invest LLC first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,049 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Go Invest LLC held 608 shares of Schwab US Large-Cap Growth ETF worth $20.6K as of Q2 2026.
  • Go Invest LLC bought 434 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $14.4K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Go Invest LLC's portfolio in Q2 2026, its #60 holding.
  • Go Invest LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,049 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.