Naples Global Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Naples Global 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	$498K	Buy	14,703 +3,865	+36%	+$128K	0.03%	337
2026 Q1	$316K	Hold	10,838	–	–	0.02%	385
2025 Q4	$354K	Buy	10,838 +14	+0.1%	+$455	0.03%	365
2025 Q3	$345K	Buy	10,824 +2,400	+28%	+$73.1K	0.03%	364
2025 Q2	$246K	Buy	+8,424	New	+$223K	0.02%	386

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

Naples Global Advisors's SCHG Position: Q2 2026 in Review

Naples Global Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 36% in Q2 2026, buying an estimated $128K and bringing the position to 14,703 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #337.

Naples Global Advisors 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.

Naples Global Advisors held 14,703 shares of Schwab US Large-Cap Growth ETF worth $498K as of Q2 2026.
Naples Global Advisors bought 3,865 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $128K.
Schwab US Large-Cap Growth ETF made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #337 holding.
Naples Global Advisors 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 Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.