N.E.W. Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHG
VIA
APP
FEG
MG
ML
OIA
N.E.W. Advisory Services's SCHG Position: Q2 2026 in Review
N.E.W. Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.74% in Q2 2026, selling an estimated $79K and leaving 318,535 shares worth $10.8M. The position accounts for 0.72% of the portfolio, ranked #29.
N.E.W. Advisory Services first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.7M in Q4 2025. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- N.E.W. Advisory Services held 318,535 shares of Schwab US Large-Cap Growth ETF worth $10.8M as of Q2 2026.
- N.E.W. Advisory Services sold 2,385 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $79K.
- Schwab US Large-Cap Growth ETF made up 0.72% of N.E.W. Advisory Services's portfolio in Q2 2026, its #29 holding.
- N.E.W. Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
- N.E.W. Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $20.7M in Q4 2025.
- 1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.