Mount Yale Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mount Yale Investment Advisors’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	$1.51M	Buy	44,735 +6,936	+18%	+$230K	0.03%	482
2026 Q1	$1.1M	Buy	37,799 +30,570	+423%	+$950K	0.03%	492
2025 Q4	$236K	Buy	7,229 +12	+0.2%	+$390	0.01%	656
2025 Q3	$230K	Sell	7,217 -2,196	-23%	-$66.9K	0.02%	596
2025 Q2	$275K	Buy	9,413 +1	+0%	+$26	0.02%	480
2025 Q1	$236K	Buy	9,412 +1	+0%	+$27	0.02%	486
2024 Q4	$262K	Buy	9,411 +803	+9%	+$22K	0.02%	477
2024 Q3	$224K	Buy	+8,608	New	+$217K	0.02%	504

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mount Yale Investment Advisors's SCHG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q2 2026, buying an estimated $230K and bringing the position to 44,735 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #482.

Mount Yale Investment Advisors first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Mount Yale Investment Advisors held 44,735 shares of Schwab US Large-Cap Growth ETF worth $1.51M as of Q2 2026.
Mount Yale Investment Advisors bought 6,936 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $230K.
Schwab US Large-Cap Growth ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #482 holding.
Mount Yale Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.