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Legacy Capital Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Legacy Capital Wealth Partners’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 		$352K Buy
10,393
+88
+0.9% +$2.92K 0.07% 269
2026
Q1 		$300K Sell
10,305
-1,621
-14% -$50.4K 0.06% 294
2025
Q4 		$389K Buy
11,926
+1,858
+18% +$60.4K 0.08% 247
2025
Q3 		$321K Hold
10,068
– – 0.07% 300
2025
Q2 		$294K Buy
+10,068
New +$266K 0.07% 304

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 22.9% 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

Legacy Capital Wealth Partners's SCHG Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.85% in Q2 2026, buying an estimated $2.92K and bringing the position to 10,393 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #269.

Legacy Capital Wealth Partners first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $389K in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Legacy Capital Wealth Partners held 10,393 shares of Schwab US Large-Cap Growth ETF worth $352K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 88 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.92K.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • Legacy Capital Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $389K in Q4 2025.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.