Moran Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Moran Wealth 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	$1.46M	Buy	43,082 +7,090	+20%	+$235K	0.04%	361
2026 Q1	$1.05M	Buy	35,992 +8,450	+31%	+$263K	0.03%	365
2025 Q4	$898K	Sell	27,542 -1,086	-4%	-$35.3K	0.03%	362
2025 Q3	$914K	Buy	28,628 +12,549	+78%	+$382K	0.03%	353
2025 Q2	$470K	Buy	+16,079	New	+$425K	0.01%	421

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

Moran Wealth Management's SCHG Position: Q2 2026 in Review

Moran Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q2 2026, buying an estimated $235K and bringing the position to 43,082 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #361.

Moran Wealth Management first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Moran Wealth Management held 43,082 shares of Schwab US Large-Cap Growth ETF worth $1.46M as of Q2 2026.
Moran Wealth Management bought 7,090 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $235K.
Schwab US Large-Cap Growth ETF made up 0.04% of Moran Wealth Management's portfolio in Q2 2026, its #361 holding.
Moran Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.