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Milestone Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Milestone Investment Advisors’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 		$34M Sell
1,003,833
-18,230
-2% -$604K 7.34% 2
2026
Q1 		$29.8M Buy
1,022,063
+7,657
+0.8% +$238K 7.19% 2
2025
Q4 		$33.1M Sell
1,014,406
-21,180
-2% -$689K 8.01% 2
2025
Q3 		$33M Sell
1,035,586
-11,421
-1% -$348K 8.21% 2
2025
Q2 		$30.6M Sell
1,047,007
-65,156
-6% -$1.72M 7.98% 2
2025
Q1 		$27.8M Sell
1,112,163
-72,552
-6% -$1.99M 7.73% 2
2024
Q4 		$33M Sell
1,184,715
-1,321
-0.1% -$36.1K 8.97% 2
2024
Q3 		$30.9M Sell
1,186,036
-22,836
-2% -$575K 8.65% 2
2024
Q2 		$30.5M Buy
1,208,872
+8,404
+0.7% +$198K 8.1% 2
2024
Q1 		$27.8M Buy
1,200,468
+35,628
+3% +$788K 7.5% 2
2023
Q4 		$24.2M Sell
1,164,840
-29,804
-2% -$577K 7.02% 4
2023
Q3 		$21.7M Buy
1,194,644
+16,764
+1% +$316K 6.18% 4
2023
Q2 		$22.1M Buy
1,177,880
+37,320
+3% +$640K 6.83% 4
2023
Q1 		$18.6M Buy
1,140,560
+37,392
+3% +$568K 5.74% 4
2022
Q4 		$15.3M Buy
+1,103,168
New +$15.9M 5.37% 5

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

Milestone Investment Advisors's SCHG Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q2 2026, selling an estimated $604K and leaving 1,003,833 shares worth $34M. The position accounts for 7.34% of the portfolio, ranked #2.

Milestone Investment Advisors first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Milestone Investment Advisors held 1,003,833 shares of Schwab US Large-Cap Growth ETF worth $34M as of Q2 2026.
  • Milestone Investment Advisors sold 18,230 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $604K.
  • Schwab US Large-Cap Growth ETF made up 7.34% of Milestone Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Milestone Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.