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

MMA 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	$213K	Buy	+6,304	New	+$209K	0.07%	175
2026 Q1	–	Sell	-6,289	Closed	-$205K	–	195
2025 Q4	$205K	Sell	6,289 -6,277	-50%	-$204K	0.07%	179
2025 Q3	$401K	Buy	+12,566	New	+$383K	0.13%	125
2024 Q2	–	Sell	-9,192	Closed	-$213K	–	214
2024 Q1	$213K	Buy	+9,192	New	+$203K	0.1%	117

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

MMA Asset Management's SCHG Position: Q2 2026 in Review

MMA Asset Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,304 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #175 among its holdings. This is a return to the name: MMA Asset Management previously reported a position in SCHG as recently as Q4 2025.

MMA Asset Management first reported a position in SCHG in Q1 2024 and has held it in 4 quarters since. The position peaked at $401K in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

MMA Asset Management held 6,304 shares of Schwab US Large-Cap Growth ETF worth $213K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new MMA Asset Management position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of MMA Asset Management's portfolio in Q2 2026, its #175 holding.
MMA Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 4 quarters since.
MMA Asset Management's Schwab US Large-Cap Growth ETF position peaked at $401K in Q3 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.