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Macroview Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Macroview Investment 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 		$7.58M Buy
223,933
+11,781
+6% +$390K 4.68% 3
2026
Q1 		$6.18M Buy
212,152
+2,068
+1% +$64.3K 4.29% 5
2025
Q4 		$6.85M Sell
210,084
-14,714
-7% -$479K 4.68% 3
2025
Q3 		$7.17M Buy
224,798
+12,647
+6% +$385K 5.35% 1
2025
Q2 		$6.2M Buy
212,151
+8,727
+4% +$231K 5.04% 2
2025
Q1 		$5.09M Buy
203,424
+35,119
+21% +$962K 4.76% 2
2024
Q4 		$4.69M Buy
168,305
+645
+0.4% +$17.6K 4.73% 3
2024
Q3 		$4.37M Buy
167,660
+9,668
+6% +$243K 4.27% 3
2024
Q2 		$3.98M Buy
157,992
+74,020
+88% +$1.75M 4.22% 2
2024
Q1 		$1.95M Buy
83,972
+42,668
+103% +$944K 2.14% 14
2023
Q4 		$857K Buy
41,304
+38,744
+1,513% +$749K 1.01% 35
2023
Q3 		$46.6K Buy
+2,560
New +$48.2K 0.06% 116
2019
Q2 		– Sell
-248
Closed -$2K – 357
2019
Q1 		$2K Buy
+248
New +$2.35K 0.01% 303

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Macroview Investment Management's SCHG Position: Q2 2026 in Review

Macroview Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.6% in Q2 2026, buying an estimated $390K and bringing the position to 223,933 shares worth $7.58M. The position accounts for 4.68% of the portfolio, ranked #3.

Macroview Investment Management first reported a position in SCHG in Q1 2019 and has held it in 13 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Macroview Investment Management held 223,933 shares of Schwab US Large-Cap Growth ETF worth $7.58M as of Q2 2026.
  • Macroview Investment Management bought 11,781 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $390K.
  • Schwab US Large-Cap Growth ETF made up 4.68% of Macroview Investment Management's portfolio in Q2 2026, its #3 holding.
  • Macroview Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 13 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.