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Joseph P. Lucia & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Joseph P. Lucia & Associates’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 		$7.47M Sell
220,706
-5,583
-2% -$185K 2.25% 11
2026
Q1 		$6.59M Sell
226,289
-3,654
-2% -$114K 2.36% 9
2025
Q4 		$7.5M Sell
229,943
-6,926
-3% -$225K 2.71% 8
2025
Q3 		$7.56M Sell
236,869
-2,480
-1% -$75.6K 2.85% 7
2025
Q2 		$6.99M Buy
239,349
+599
+0.3% +$15.8K 2.86% 7
2025
Q1 		$5.98M Buy
238,750
+2,826
+1% +$77.4K 2.73% 6
2024
Q4 		$6.58M Buy
235,924
+660
+0.3% +$18.1K 2.92% 7
2024
Q3 		$6.13M Buy
235,264
+8,496
+4% +$214K 2.82% 7
2024
Q2 		$5.72M Buy
226,768
+4,724
+2% +$111K 2.93% 7
2024
Q1 		$5.15M Buy
222,044
+6,564
+3% +$145K 2.76% 9
2023
Q4 		$4.47M Buy
215,480
+8,036
+4% +$155K 2.78% 9
2023
Q3 		$3.77M Buy
207,444
+2,336
+1% +$44K 2.64% 8
2023
Q2 		$3.84M Sell
205,108
-3,480
-2% -$59.7K 2.57% 8
2023
Q1 		$3.4M Sell
208,588
-4,984
-2% -$75.6K 2.37% 9
2022
Q4 		$2.97M Sell
213,572
-8,532
-4% -$123K 2.22% 11
2022
Q3 		$3.1M Sell
222,104
-4,892
-2% -$76.6K 2.43% 11
2022
Q2 		$3.29M Sell
226,996
-10,984
-5% -$176K 2.32% 11
2022
Q1 		$4.45M Sell
237,980
-4,756
-2% -$86.7K 2.71% 7
2021
Q4 		$4.97M Buy
242,736
+4,488
+2% +$89.7K 3.16% 7
2021
Q3 		$4.41M Buy
238,248
+5,656
+2% +$108K 2.61% 5
2021
Q2 		$4.24M Sell
232,592
-320
-0.1% -$5.54K 2.54% 6
2021
Q1 		$3.78M Buy
232,912
+4,512
+2% +$73.4K 1.69% 6
2020
Q4 		$3.67M Sell
228,400
-8,072
-3% -$122K 2.56% 7
2020
Q3 		$3.4M Buy
236,472
+6,016
+3% +$83.8K 3.18% 6
2020
Q2 		$2.92M Buy
230,456
+9,680
+4% +$113K 2.63% 7
2020
Q1 		$2.2M Sell
220,776
-28,736
-12% -$328K 2.44% 9
2019
Q4 		$2.9M Sell
249,512
-7,696
-3% -$84.8K 2.64% 7
2019
Q3 		$2.7M Sell
257,208
-2,048
-0.8% -$21.6K 2.78% 6
2019
Q2 		$2.7M Buy
259,256
+81,376
+46% +$827K 2.83% 6
2019
Q1 		$1.81M Buy
+177,880
New +$1.68M 3.12% 9

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

Joseph P. Lucia & Associates's SCHG Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.5% in Q2 2026, selling an estimated $185K and leaving 220,706 shares worth $7.47M. The position accounts for 2.25% of the portfolio, ranked #11.

Joseph P. Lucia & Associates first reported a position in SCHG in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.56M in Q3 2025. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Joseph P. Lucia & Associates held 220,706 shares of Schwab US Large-Cap Growth ETF worth $7.47M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 5,583 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $185K.
  • Schwab US Large-Cap Growth ETF made up 2.25% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #11 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Schwab US Large-Cap Growth ETF position peaked at $7.56M in Q3 2025.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.