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Mirador Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mirador Capital Partners’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 		$289K Buy
8,539
+28
+0.3% +$928 0.04% 193
2026
Q1 		$248K Buy
8,511
+221
+3% +$6.87K 0.04% 188
2025
Q4 		$270K Buy
8,290
+113
+1% +$3.67K 0.04% 179
2025
Q3 		$261K Buy
8,177
+1
+0% +$30 0.04% 188
2025
Q2 		$239K Hold
8,176
– – 0.04% 186
2025
Q1 		$205K Buy
8,176
+1
+0% +$27 0.04% 189
2024
Q4 		$228K Sell
8,175
-101
-1% -$2.76K 0.04% 182
2024
Q3 		$216K Sell
8,276
-700
-8% -$17.6K 0.04% 185
2024
Q2 		$226K Sell
8,976
-248
-3% -$5.85K 0.04% 177
2024
Q1 		$214K Buy
+9,224
New +$204K 0.04% 181
2022
Q2 		– Sell
-11,080
Closed -$207K – 199
2022
Q1 		$207K Buy
11,080
+520
+5% +$9.48K 0.04% 195
2021
Q4 		$216K Buy
+10,560
New +$211K 0.05% 202
2020
Q3 		– Sell
-24,392
Closed -$310K – 173
2020
Q2 		$310K Sell
24,392
-808
-3% -$9.42K 0.12% 118
2020
Q1 		$287K Sell
25,200
-312
-1% -$3.56K 0.12% 112
2019
Q4 		$296K Buy
25,512
+2,176
+9% +$24K 0.12% 147
2019
Q3 		$245K Sell
23,336
-248
-1% -$2.61K 0.11% 151
2019
Q2 		$245K Sell
23,584
-536
-2% -$5.45K 0.12% 135
2019
Q1 		$240K Buy
+24,120
New +$228K 0.13% 127
2018
Q4 		– Sell
-21,544
Closed -$221K – 149
2018
Q3 		$221K Buy
+21,544
New +$215K 0.11% 146

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

Mirador Capital Partners's SCHG Position: Q2 2026 in Review

Mirador Capital Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.33% in Q2 2026, buying an estimated $928 and bringing the position to 8,539 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #193.

Mirador Capital Partners first reported a position in SCHG in Q3 2018 and has held it in 19 quarters since. The position peaked at $310K in Q2 2020. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Mirador Capital Partners held 8,539 shares of Schwab US Large-Cap Growth ETF worth $289K as of Q2 2026.
  • Mirador Capital Partners bought 28 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $928.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Mirador Capital Partners's portfolio in Q2 2026, its #193 holding.
  • Mirador Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 19 quarters since.
  • Mirador Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $310K in Q2 2020.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.