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

Milestone Asset 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	$5.65M	Buy	166,901 +34,833	+26%	+$1.15M	0.89%	31
2026 Q1	$3.85M	Buy	132,068 +15,350	+13%	+$477K	0.71%	39
2025 Q4	$3.81M	Buy	116,718 +19,275	+20%	+$627K	0.72%	36
2025 Q3	$3.11M	Buy	97,443 +25,520	+35%	+$778K	0.59%	37
2025 Q2	$2.1M	Sell	71,923 -66,916	-48%	-$1.77M	0.44%	46
2025 Q1	$3.48M	Buy	+138,839	New	+$3.8M	0.74%	31

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's SCHG Position: Q2 2026 in Review

Milestone Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 26% in Q2 2026, buying an estimated $1.15M and bringing the position to 166,901 shares worth $5.65M. The position accounts for 0.89% of the portfolio, ranked #31.

Milestone Asset Management first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Milestone Asset Management held 166,901 shares of Schwab US Large-Cap Growth ETF worth $5.65M as of Q2 2026.
Milestone Asset Management bought 34,833 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.15M.
Schwab US Large-Cap Growth ETF made up 0.89% of Milestone Asset Management's portfolio in Q2 2026, its #31 holding.
Milestone Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.