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

Meeder 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	$703K	Sell	20,760 -1,328	-6%	-$44K	0.03%	357
2026 Q1	$643K	Sell	22,088 -3,135	-12%	-$97.5K	0.03%	345
2025 Q4	$823K	Buy	25,223 +4,585	+22%	+$149K	0.04%	307
2025 Q3	$659K	Buy	20,638 +1,637	+9%	+$49.9K	0.03%	342
2025 Q2	$555K	Sell	19,001 -487	-2%	-$12.9K	0.03%	357
2025 Q1	$488K	Sell	19,488 -1,524	-7%	-$41.7K	0.03%	361
2024 Q4	$586K	Sell	21,012 -920	-4%	-$25.2K	0.04%	318
2024 Q3	$571K	Buy	+21,932	New	+$552K	0.04%	310

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Meeder Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6% in Q2 2026, selling an estimated $44K and leaving 20,760 shares worth $703K. The position accounts for 0.03% of the portfolio, ranked #357.

Meeder Advisory Services first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $823K in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Meeder Advisory Services held 20,760 shares of Schwab US Large-Cap Growth ETF worth $703K as of Q2 2026.
Meeder Advisory Services sold 1,328 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $44K.
Schwab US Large-Cap Growth ETF made up 0.03% of Meeder Advisory Services's portfolio in Q2 2026, its #357 holding.
Meeder Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Meeder Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $823K in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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