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

Legacy Edge 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	$1.06M	Sell	31,431 -1,969	-6%	-$65.2K	0.1%	102
2026 Q1	$973K	Sell	33,400 -1,887	-5%	-$58.7K	0.1%	100
2025 Q4	$1.15M	Buy	35,287 +4,681	+15%	+$152K	0.13%	88
2025 Q3	$977K	Buy	30,606 +3,950	+15%	+$120K	0.12%	93
2025 Q2	$779K	Buy	26,656 +8,490	+47%	+$224K	0.1%	92
2025 Q1	$455K	Buy	18,166 +3,970	+28%	+$109K	0.07%	112
2024 Q4	$399K	Sell	14,196 -2,024	-12%	-$55.4K	0.06%	123
2024 Q3	$422K	Sell	16,220 -2,384	-13%	-$60K	0.07%	121
2024 Q2	$469K	Sell	18,604 -4,028	-18%	-$95K	0.09%	105
2024 Q1	$525K	Buy	+22,632	New	+$501K	0.11%	90

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Legacy Edge Advisors's SCHG Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q2 2026, selling an estimated $65.2K and leaving 31,431 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #102.

Legacy Edge Advisors first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Legacy Edge Advisors held 31,431 shares of Schwab US Large-Cap Growth ETF worth $1.06M as of Q2 2026.
Legacy Edge Advisors sold 1,969 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $65.2K.
Schwab US Large-Cap Growth ETF made up 0.1% of Legacy Edge Advisors's portfolio in Q2 2026, its #102 holding.
Legacy Edge Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Legacy Edge Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.15M 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 Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.