SAL
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SACKS & ASSOCIATES, LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$2.46M Sell
71,859
-29,235
-29% -$969K 1.66% 20
2026
Q1 		$2.94M Sell
101,094
-8,420
-8% -$262K 2.19% 18
2025
Q4 		$3.57M Buy
+109,514
New +$3.56M 2.62% 15

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's SCHG Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 29% in Q2 2026, selling an estimated $969K and leaving 71,859 shares worth $2.46M. The position accounts for 1.66% of the portfolio, ranked #20.

SACKS & ASSOCIATES, LLC first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.57M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 71,859 shares of Schwab US Large-Cap Growth ETF worth $2.46M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 29,235 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $969K.
  • Schwab US Large-Cap Growth ETF made up 1.66% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #20 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's Schwab US Large-Cap Growth ETF position peaked at $3.57M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.