Nalls Sherbakoff Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nalls Sherbakoff Group’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	$2.51M	Buy	74,185 +55	+0.1%	+$1.82K	1.78%	12
2026 Q1	$2.16M	Buy	74,130 +71	+0.1%	+$2.21K	1.59%	15
2025 Q4	$2.42M	Sell	74,059 -32,623	-31%	-$1.06M	1.74%	11
2025 Q3	$3.4M	Sell	106,682 -1,642	-2%	-$50K	2.3%	7
2025 Q2	$3.16M	Buy	108,324 +226	+0.2%	+$5.97K	2.3%	7
2025 Q1	$2.71M	Buy	+108,098	New	+$2.96M	2.2%	8
2023 Q4	$2.45M	Buy	118,016 +516	+0.4%	+$9.98K	2.18%	8
2023 Q3	$2.14M	Sell	117,500 -1,368	-1%	-$25.8K	2.08%	8
2023 Q2	$2.09M	Sell	118,868 -108	-0.1%	-$1.85K	2.05%	7
2023 Q1	$1.91M	Buy	+118,976	New	+$1.81M	1.9%	8
2018 Q4	$1.23M	Buy	+143,192	New	+$1.33M	1.97%	9

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

Nalls Sherbakoff Group's SCHG Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.07% in Q2 2026, buying an estimated $1.82K and bringing the position to 74,185 shares worth $2.51M. The position accounts for 1.78% of the portfolio, ranked #12.

Nalls Sherbakoff Group first reported a position in SCHG in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.4M in Q3 2025. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Nalls Sherbakoff Group held 74,185 shares of Schwab US Large-Cap Growth ETF worth $2.51M as of Q2 2026.
Nalls Sherbakoff Group bought 55 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.82K.
Schwab US Large-Cap Growth ETF made up 1.78% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #12 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Schwab US Large-Cap Growth ETF position peaked at $3.4M in Q3 2025.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.