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

Maridea 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	$10.9M	Sell	322,472 -24,848	-7%	-$823K	1.18%	18
2026 Q1	$10.1M	Buy	347,320 +9,993	+3%	+$311K	1.47%	12
2025 Q4	$11M	Buy	337,327 +19,176	+6%	+$624K	1.65%	10
2025 Q3	$10.3M	Buy	318,151 +33,887	+12%	+$1.03M	1.6%	11
2025 Q2	$8.3M	Buy	284,264 +274,623	+2,848%	+$7.26M	2.16%	8
2025 Q1	$241K	Sell	9,641 -967	-9%	-$26.5K	0.08%	198
2024 Q4	$296K	Buy	+10,608	New	+$290K	0.1%	179

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

Maridea Wealth Management's SCHG Position: Q2 2026 in Review

Maridea Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.2% in Q2 2026, selling an estimated $823K and leaving 322,472 shares worth $10.9M. The position accounts for 1.18% of the portfolio, ranked #18.

Maridea Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q4 2025. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Maridea Wealth Management held 322,472 shares of Schwab US Large-Cap Growth ETF worth $10.9M as of Q2 2026.
Maridea Wealth Management sold 24,848 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $823K.
Schwab US Large-Cap Growth ETF made up 1.18% of Maridea Wealth Management's portfolio in Q2 2026, its #18 holding.
Maridea Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $11M in Q4 2025.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.