JT Stratford LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JT Stratford 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	$3.5M	Buy	103,466 +4,981	+5%	+$165K	0.38%	61
2026 Q1	$2.87M	Buy	98,485 +6,416	+7%	+$199K	0.37%	63
2025 Q4	$3M	Buy	92,069 +832	+0.9%	+$27.1K	0.39%	62
2025 Q3	$2.91M	Buy	91,237 +9,349	+11%	+$285K	0.39%	58
2025 Q2	$2.39M	Buy	81,888 +8,118	+11%	+$215K	0.36%	58
2025 Q1	$1.85M	Buy	73,770 +23,411	+46%	+$641K	0.33%	73
2024 Q4	$1.4M	Buy	50,359 +12,383	+33%	+$339K	0.23%	103
2024 Q3	$989K	Buy	37,976 +17,160	+82%	+$432K	0.17%	148
2024 Q2	$525K	Buy	+20,816	New	+$491K	0.1%	189

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

JT Stratford LLC's SCHG Position: Q2 2026 in Review

JT Stratford LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.1% in Q2 2026, buying an estimated $165K and bringing the position to 103,466 shares worth $3.5M. The position accounts for 0.38% of the portfolio, ranked #61.

JT Stratford LLC first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

JT Stratford LLC held 103,466 shares of Schwab US Large-Cap Growth ETF worth $3.5M as of Q2 2026.
JT Stratford LLC bought 4,981 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $165K.
Schwab US Large-Cap Growth ETF made up 0.38% of JT Stratford LLC's portfolio in Q2 2026, its #61 holding.
JT Stratford LLC first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.