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Lakeridge Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lakeridge Wealth Management’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 		$896K Buy
26,467
+3,066
+13% +$102K 0.33% 61
2026
Q1 		$682K Buy
23,401
+3,892
+20% +$121K 0.29% 73
2025
Q4 		$636K Buy
19,509
+1,148
+6% +$37.3K 0.29% 73
2025
Q3 		$586K Sell
18,361
-3,942
-18% -$120K 0.26% 72
2025
Q2 		$651K Sell
22,303
-1,601
-7% -$42.3K 0.3% 62
2025
Q1 		$599K Buy
23,904
+2,181
+10% +$59.7K 0.3% 64
2024
Q4 		$605K Sell
21,723
-1,433
-6% -$39.2K 0.31% 67
2024
Q3 		$603K Buy
23,156
+1,920
+9% +$48.3K 0.33% 64
2024
Q2 		$535K Sell
21,236
-1,864
-8% -$44K 0.32% 64
2024
Q1 		$535K Buy
23,100
+520
+2% +$11.5K 0.35% 59
2023
Q4 		$468K Buy
+22,580
New +$437K 0.34% 61

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

Lakeridge Wealth Management's SCHG Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, buying an estimated $102K and bringing the position to 26,467 shares worth $896K. The position accounts for 0.33% of the portfolio, ranked #61.

Lakeridge Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Lakeridge Wealth Management held 26,467 shares of Schwab US Large-Cap Growth ETF worth $896K as of Q2 2026.
  • Lakeridge Wealth Management bought 3,066 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $102K.
  • Schwab US Large-Cap Growth ETF made up 0.33% of Lakeridge Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Lakeridge Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.