John Overdeck’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

John Overdeck’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	$4.84M	Sell	143,023 -1,360,100	-90%	-$45.1M	﹤0.01%	2182
2026 Q1	$43.8M	Buy	1,503,123 +1,095,000	+268%	+$34M	0.04%	549
2025 Q4	$13.3M	Sell	408,123 -1,755,600	-81%	-$57.1M	0.02%	947
2025 Q3	$69M	Sell	2,163,723 -1,166,400	-35%	-$35.5M	0.1%	254
2025 Q2	$97.3M	Sell	3,330,123 -227,200	-6%	-$6.01M	0.17%	161
2025 Q1	$89.1M	Buy	3,557,323 +353,000	+11%	+$9.67M	0.19%	127
2024 Q4	$89.3M	Buy	3,204,323 +1,406,323	+78%	+$38.5M	0.19%	121
2024 Q3	$46.8M	Buy	1,798,000 +1,371,600	+322%	+$34.5M	0.1%	242
2024 Q2	$10.7M	Sell	426,400 -113,600	-21%	-$2.68M	0.02%	683
2024 Q1	$12.5M	Sell	540,000 -92,400	-15%	-$2.04M	0.03%	575
2023 Q4	$13.1M	Buy	632,400 +238,800	+61%	+$4.62M	0.03%	567
2023 Q3	$7.16M	Buy	+393,600	New	+$7.41M	0.02%	730

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

John Overdeck's SCHG Position: Q2 2026 in Review

John Overdeck reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 90% in Q2 2026, selling an estimated $45.1M and leaving 143,023 shares worth $4.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

John Overdeck first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $97.3M in Q2 2025. 1,661 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

John Overdeck held 143,023 shares of Schwab US Large-Cap Growth ETF worth $4.84M as of Q2 2026.
John Overdeck sold 1,360,100 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $45.1M.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2182 holding.
John Overdeck first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
John Overdeck's Schwab US Large-Cap Growth ETF position peaked at $97.3M in Q2 2025.
1,661 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.