Lloyd Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lloyd Advisory Services’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	$26.9K	Sell	796 -1,083	-58%	-$35.9K	0.01%	290
2026 Q1	$54.7K	Sell	1,879 -14	-0.7%	-$435	0.02%	264
2025 Q4	$61.7K	Sell	1,893 -51,256	-96%	-$1.67M	0.02%	222
2025 Q3	$1.7M	Buy	+53,149	New	+$1.62M	0.8%	24
2025 Q1	–	Sell	-66,760	Closed	-$1.86M	–	112
2024 Q4	$1.86M	Buy	66,760 +752	+1%	+$20.6K	0.88%	20
2024 Q3	$1.72M	Sell	66,008 -6,516	-9%	-$164K	0.83%	23
2024 Q2	$1.83M	Buy	+72,524	New	+$1.71M	0.86%	22
2024 Q1	–	Sell	-92,488	Closed	-$1.92M	–	169
2023 Q4	$1.92M	Buy	+92,488	New	+$1.79M	0.91%	24
2022 Q2	–	Sell	-64	Closed	-$1K	–	459
2022 Q1	$1K	Sell	64 -2,480	-97%	-$45.2K	﹤0.01%	579
2021 Q4	$52K	Buy	2,544 +280	+12%	+$5.6K	0.02%	202
2021 Q3	$42K	Sell	2,264 -176,104	-99%	-$3.35M	0.02%	176
2021 Q2	$3.25M	Buy	+178,368	New	+$3.09M	1.64%	16
2020 Q4	–	Sell	-216	Closed	-$3K	–	382
2020 Q3	$3K	Buy	+216	New	+$3.01K	﹤0.01%	268
2020 Q2	–	Sell	-224	Closed	-$2K	–	340
2020 Q1	$2K	Buy	+224	New	+$2.56K	﹤0.01%	227

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

Lloyd Advisory Services's SCHG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 58% in Q2 2026, selling an estimated $35.9K and leaving 796 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #290.

Lloyd Advisory Services first reported a position in SCHG in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.25M in Q2 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Lloyd Advisory Services held 796 shares of Schwab US Large-Cap Growth ETF worth $26.9K as of Q2 2026.
Lloyd Advisory Services sold 1,083 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $35.9K.
Schwab US Large-Cap Growth ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #290 holding.
Lloyd Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 14 quarters since.
Lloyd Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $3.25M in Q2 2021.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.