Long Island Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Long Island Wealth Management’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	$5.77M	Sell	170,594 -51	-0%	-$1.69K	2.38%	12
2026 Q1	$4.97M	Sell	170,645 -8,450	-5%	-$263K	2.31%	12
2025 Q4	$5.84M	Sell	179,095 -979	-0.5%	-$31.8K	2.76%	10
2025 Q3	$5.75M	Sell	180,074 -630	-0.3%	-$19.2K	2.8%	10
2025 Q2	$5.28M	Sell	180,704 -7,421	-4%	-$196K	2.74%	10
2025 Q1	$4.71M	Buy	188,125 +1,124	+0.6%	+$30.8K	2.87%	11
2024 Q4	$5.21M	Sell	187,001 -64,475	-26%	-$1.76M	3.26%	9
2024 Q3	$6.55M	Buy	251,476 +60,044	+31%	+$1.51M	4.3%	5
2024 Q2	$4.83M	Sell	191,432 -2,500	-1%	-$59K	3.4%	6
2024 Q1	$4.5M	Sell	193,932 -9,880	-5%	-$219K	3.17%	6
2023 Q4	$4.23M	Buy	+203,812	New	+$3.94M	3.01%	6

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

Long Island Wealth Management's SCHG Position: Q2 2026 in Review

Long Island Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q2 2026, selling an estimated $1.69K and leaving 170,594 shares worth $5.77M. The position accounts for 2.38% of the portfolio, ranked #12.

Long Island Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.55M in Q3 2024. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Long Island Wealth Management held 170,594 shares of Schwab US Large-Cap Growth ETF worth $5.77M as of Q2 2026.
Long Island Wealth Management sold 51 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.69K.
Schwab US Large-Cap Growth ETF made up 2.38% of Long Island Wealth Management's portfolio in Q2 2026, its #12 holding.
Long Island Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $6.55M in Q3 2024.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.