Nations Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nations Financial 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	$243K	Sell	7,171 -828	-10%	-$27.4K	0.01%	699
2026 Q1	$233K	Buy	7,999 +664	+9%	+$20.6K	0.01%	697
2025 Q4	$239K	Buy	+7,335	New	+$239K	0.01%	670
2024 Q3	–	Sell	-9,032	Closed	-$228K	–	692
2024 Q2	$228K	Hold	9,032	–	–	0.02%	588
2024 Q1	$209K	Buy	+9,032	New	+$200K	0.02%	592

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

Nations Financial Group's SCHG Position: Q2 2026 in Review

Nations Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, selling an estimated $27.4K and leaving 7,171 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #699.

Nations Financial Group first reported a position in SCHG in Q1 2024 and has held it in 5 quarters since. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Nations Financial Group held 7,171 shares of Schwab US Large-Cap Growth ETF worth $243K as of Q2 2026.
Nations Financial Group sold 828 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $27.4K.
Schwab US Large-Cap Growth ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #699 holding.
Nations Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.