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Naviter Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Naviter Wealth’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 		– Sell
-7,286
Closed -$212K – 311
2026
Q1 		$212K Hold
7,286
– – 0.03% 262
2025
Q4 		$238K Buy
+7,286
New +$237K 0.03% 254
2023
Q4 		– Sell
-15,664
Closed -$285K – 230
2023
Q3 		$285K Hold
15,664
– – 0.07% 180
2023
Q2 		$294K Buy
+15,664
New +$269K 0.07% 196

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Naviter Wealth's SCHG Position: Q2 2026 in Review

Naviter Wealth sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 7,286 shares — an estimated $212K sold.

Naviter Wealth first reported a position in SCHG in Q2 2023 and held it in 4 quarters. The position peaked at $294K in Q2 2023. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Naviter Wealth reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Naviter Wealth sold 7,286 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $212K.
  • Naviter Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 4 quarters.
  • Naviter Wealth's Schwab US Large-Cap Growth ETF position peaked at $294K in Q2 2023.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.