Millington Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Millington Financial 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	$1.52M	Sell	44,393 -154	-0.3%	-$5.1K	0.6%	45
2026 Q1	$1.47M	Sell	44,547 -138	-0.3%	-$4.29K	0.62%	44
2025 Q4	$1.39M	Buy	44,685 +445	+1%	+$14.5K	0.62%	47
2025 Q3	$1.42M	Sell	44,240 -2,245	-5%	-$68.4K	0.69%	46
2025 Q2	$1.39M	Sell	46,485 -13,684	-23%	-$362K	0.7%	46
2025 Q1	$1.47M	Buy	+60,169	New	+$1.65M	0.9%	40

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

Millington Financial Advisors's SCHG Position: Q2 2026 in Review

Millington Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.35% in Q2 2026, selling an estimated $5.1K and leaving 44,393 shares worth $1.52M. The position accounts for 0.6% of the portfolio, ranked #45.

Millington Financial Advisors first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Millington Financial Advisors held 44,393 shares of Schwab US Large-Cap Growth ETF worth $1.52M as of Q2 2026.
Millington Financial Advisors sold 154 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.1K.
Schwab US Large-Cap Growth ETF made up 0.6% of Millington Financial Advisors's portfolio in Q2 2026, its #45 holding.
Millington Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.