Liberty Square Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Liberty Square 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	$347K	Buy	10,261 +9	+0.1%	+$298	0.08%	97
2026 Q1	$299K	Sell	10,252 -122	-1%	-$3.79K	0.08%	106
2025 Q4	$338K	Buy	10,374 +340	+3%	+$11.1K	0.1%	102
2025 Q3	$320K	Hold	10,034	–	–	0.1%	111
2025 Q2	$293K	Buy	10,034 +34	+0.3%	+$899	0.1%	114
2025 Q1	$250K	Hold	10,000	–	–	0.1%	123
2024 Q4	$289K	Buy	+10,000	New	+$273K	0.11%	116

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Liberty Square Wealth Partners's SCHG Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.09% in Q2 2026, buying an estimated $298 and bringing the position to 10,261 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #97.

Liberty Square Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Liberty Square Wealth Partners held 10,261 shares of Schwab US Large-Cap Growth ETF worth $347K as of Q2 2026.
Liberty Square Wealth Partners bought 9 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $298.
Schwab US Large-Cap Growth ETF made up 0.08% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #97 holding.
Liberty Square Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.