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

James Investment Research’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 		$3.55M Buy
104,870
+16,529
+19% +$548K 0.36% 67
2026
Q1 		$2.57M Buy
88,341
+12,712
+17% +$395K 0.29% 87
2025
Q4 		$2.47M Buy
75,629
+3,088
+4% +$100K 0.27% 89
2025
Q3 		$2.31M Buy
72,541
+8,780
+14% +$268K 0.25% 93
2025
Q2 		$1.86M Buy
63,761
+4,896
+8% +$129K 0.22% 103
2025
Q1 		$1.47M Buy
58,865
+10,108
+21% +$277K 0.19% 116
2024
Q4 		$1.36M Buy
48,757
+9,261
+23% +$253K 0.16% 123
2024
Q3 		$1.03M Buy
39,496
+220
+0.6% +$5.54K 0.12% 158
2024
Q2 		$990K Buy
39,276
+4,024
+11% +$94.9K 0.12% 154
2024
Q1 		$817K Buy
35,252
+2,748
+8% +$60.8K 0.1% 168
2023
Q4 		$674K Buy
32,504
+4,528
+16% +$87.6K 0.08% 174
2023
Q3 		$509K Buy
27,976
+9,424
+51% +$177K 0.07% 190
2023
Q2 		$348K Sell
18,552
-6,404
-26% -$110K 0.04% 218
2023
Q1 		$407K Buy
24,956
+7,624
+44% +$116K 0.05% 204
2022
Q4 		$241K Sell
17,332
-268
-2% -$3.85K 0.03% 240
2022
Q3 		$246K Buy
17,600
+7,984
+83% +$125K 0.04% 234
2022
Q2 		$139K Buy
9,616
+8,532
+787% +$136K 0.02% 283
2022
Q1 		$20K Buy
+1,084
New +$19.8K ﹤0.01% 417

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

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

James Investment Research increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q2 2026, buying an estimated $548K and bringing the position to 104,870 shares worth $3.55M. The position accounts for 0.36% of the portfolio, ranked #67.

James Investment Research first reported a position in SCHG in Q1 2022 and has held it in 18 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • James Investment Research held 104,870 shares of Schwab US Large-Cap Growth ETF worth $3.55M as of Q2 2026.
  • James Investment Research bought 16,529 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $548K.
  • Schwab US Large-Cap Growth ETF made up 0.36% of James Investment Research's portfolio in Q2 2026, its #67 holding.
  • James Investment Research first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.