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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 		$779K Sell
26,656
-6,744
-20% -$223K 0.1% 92
2026
Q1 		$973K Sell
33,400
-1,887
-5% -$58.7K 0.1% 100
2025
Q4 		$1.15M Buy
+35,287
New +$1.15M 0.13% 88

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 20% in Q2 2026, selling an estimated $223K and leaving 26,656 shares worth $779K. The position accounts for 0.1% of the portfolio, ranked #92.

Legacy Edge Advisors first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 1,255 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Legacy Edge Advisors held 26,656 shares of Schwab US Large-Cap Growth ETF worth $779K as of Q2 2026.
  • Legacy Edge Advisors sold 6,744 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $223K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Legacy Edge Advisors's portfolio in Q2 2026, its #92 holding.
  • Legacy Edge Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.15M in Q4 2025.
  • 1,255 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.