Milestone Asset Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Milestone Asset Management Group’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	$5.24M	Sell	154,873 -174	-0.1%	-$5.77K	2.64%	9
2026 Q1	$4.52M	Buy	155,047 +218	+0.1%	+$6.78K	2.64%	10
2025 Q4	$5.05M	Sell	154,829 -704	-0.5%	-$22.9K	2.85%	8
2025 Q3	$4.96M	Buy	155,533 +65	+0%	+$1.98K	3.12%	7
2025 Q2	$4.54M	Buy	155,468 +7,347	+5%	+$194K	3.36%	6
2025 Q1	$3.71M	Sell	148,121 -2,517	-2%	-$68.9K	3.35%	5
2024 Q4	$4.2M	Buy	+150,638	New	+$4.12M	3.75%	4

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

Milestone Asset Management Group's SCHG Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q2 2026, selling an estimated $5.77K and leaving 154,873 shares worth $5.24M. The position accounts for 2.64% of the portfolio, ranked #9.

Milestone Asset Management Group first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Milestone Asset Management Group held 154,873 shares of Schwab US Large-Cap Growth ETF worth $5.24M as of Q2 2026.
Milestone Asset Management Group sold 174 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.77K.
Schwab US Large-Cap Growth ETF made up 2.64% of Milestone Asset Management Group's portfolio in Q2 2026, its #9 holding.
Milestone Asset Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.