Leo H. Evart Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Leo H. Evart Inc’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	$11.4M	Sell	337,766 -7,850	-2%	-$260K	9.03%	2
2026 Q1	$10.1M	Buy	+345,616	New	+$10.7M	8.61%	2
2023 Q3	$8.07M	Sell	444,104 -11,220	-2%	-$211K	12.39%	2
2023 Q2	$8.53M	Sell	455,324 -4,712	-1%	-$80.8K	11.84%	2
2023 Q1	$7.5M	Sell	460,036 -26,248	-5%	-$398K	10.94%	2
2022 Q4	$6.75M	Sell	486,284 -28,312	-6%	-$407K	10.21%	2
2022 Q3	$7.18M	Sell	514,596 -131,900	-20%	-$2.07M	10.94%	2
2022 Q2	$9.37M	Sell	646,496 -12,380	-2%	-$198K	11.39%	3
2022 Q1	$12.3M	Buy	658,876 +66,108	+11%	+$1.21M	12.74%	1
2021 Q4	$12.1M	Buy	+592,768	New	+$11.8M	11.82%	1

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

Leo H. Evart Inc's SCHG Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, selling an estimated $260K and leaving 337,766 shares worth $11.4M. The position accounts for 9.03% of the portfolio, ranked #2.

Leo H. Evart Inc first reported a position in SCHG in Q4 2021 and has held it in 10 quarters since. The position peaked at $12.3M in Q1 2022. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Leo H. Evart Inc held 337,766 shares of Schwab US Large-Cap Growth ETF worth $11.4M as of Q2 2026.
Leo H. Evart Inc sold 7,850 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $260K.
Schwab US Large-Cap Growth ETF made up 9.03% of Leo H. Evart Inc's portfolio in Q2 2026, its #2 holding.
Leo H. Evart Inc first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Schwab US Large-Cap Growth ETF position peaked at $12.3M in Q1 2022.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.