Mosaic Family Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mosaic Family Wealth 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	$621K	Buy	18,353 +9	+0%	+$298	0.04%	264
2026 Q1	$534K	Buy	18,344 +531	+3%	+$16.5K	0.05%	175
2025 Q4	$581K	Buy	17,813 +9	+0.1%	+$293	0.06%	140
2025 Q3	$566K	Buy	17,804 +9	+0.1%	+$274	0.07%	132
2025 Q2	$520K	Buy	17,795 +8	+0%	+$212	0.07%	130
2025 Q1	$445K	Buy	17,787 +10	+0.1%	+$274	0.06%	141
2024 Q4	$495K	Buy	17,777 +8,937	+101%	+$244K	0.07%	127
2024 Q3	$230K	Hold	8,840	–	–	0.03%	185
2024 Q2	$223K	Hold	8,840	–	–	0.04%	182
2024 Q1	$205K	Buy	+8,840	New	+$196K	0.03%	198

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

Mosaic Family Wealth Partners's SCHG Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.05% in Q2 2026, buying an estimated $298 and bringing the position to 18,353 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #264.

Mosaic Family Wealth Partners first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Mosaic Family Wealth Partners held 18,353 shares of Schwab US Large-Cap Growth ETF worth $621K as of Q2 2026.
Mosaic Family Wealth Partners bought 9 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $298.
Schwab US Large-Cap Growth ETF made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #264 holding.
Mosaic Family Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.