Latitude Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Latitude Advisors’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	$305K	Sell	9,020 -259	-3%	-$8.58K	0.12%	186
2026 Q1	$270K	Buy	9,279 +241	+3%	+$7.49K	0.12%	179
2025 Q4	$295K	Sell	9,038 -814	-8%	-$26.5K	0.13%	167
2025 Q3	$314K	Buy	9,852 +2,451	+33%	+$74.7K	0.14%	144
2025 Q2	$216K	Buy	+7,401	New	+$196K	0.11%	194
2025 Q1	–	Sell	-7,336	Closed	-$204K	–	197
2024 Q4	$204K	Buy	+7,336	New	+$201K	0.12%	179

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

Latitude Advisors's SCHG Position: Q2 2026 in Review

Latitude Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q2 2026, selling an estimated $8.58K and leaving 9,020 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #186.

Latitude Advisors first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $314K in Q3 2025. 1,672 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Latitude Advisors held 9,020 shares of Schwab US Large-Cap Growth ETF worth $305K as of Q2 2026.
Latitude Advisors sold 259 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $8.58K.
Schwab US Large-Cap Growth ETF made up 0.12% of Latitude Advisors's portfolio in Q2 2026, its #186 holding.
Latitude Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Latitude Advisors's Schwab US Large-Cap Growth ETF position peaked at $314K in Q3 2025.
1,672 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.