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Legacy Wealth Management (Idaho)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Legacy Wealth Management (Idaho)’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 		$6.23M Buy
+184,085
New +$6.1M 2.57% 6
2025
Q2 		– Sell
-3,123
Closed -$78.2K – 851
2025
Q1 		$78.2K Buy
+3,123
New +$85.5K 0.06% 113

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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 Wealth Management (Idaho)'s SCHG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 184,085 shares worth $6.23M. The stake represents 2.57% of the portfolio and ranks #6 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in SCHG as recently as Q1 2025.

Legacy Wealth Management (Idaho) first reported a position in SCHG in Q1 2025 and has held it in 2 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 184,085 shares of Schwab US Large-Cap Growth ETF worth $6.23M as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Legacy Wealth Management (Idaho) position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 2.57% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #6 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.