New England Private Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

New England Private Wealth 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	$2.03M	Buy	60,667 +5	+0%	+$166	0.2%	84
2026 Q1	$1.77M	Buy	60,662 +6	+0%	+$187	0.2%	81
2025 Q4	$1.98M	Buy	60,656 +1,120	+2%	+$36.4K	0.25%	73
2025 Q3	$1.9M	Buy	59,536 +4	+0%	+$122	0.25%	71
2025 Q2	$1.8M	Sell	59,532 -1,679	-3%	-$44.4K	0.26%	66
2025 Q1	$1.53M	Sell	61,211 -4,616	-7%	-$126K	0.24%	65
2024 Q4	$1.83M	Buy	65,827 +3	+0%	+$82	0.29%	60
2024 Q3	$1.71M	Sell	65,824 -12,244	-16%	-$308K	0.28%	63
2024 Q2	$1.97M	Buy	+78,068	New	+$1.84M	0.34%	54
2024 Q1	–	Sell	-84,052	Closed	-$1.74M	–	135
2023 Q4	$1.74M	Buy	84,052 +21,440	+34%	+$415K	0.32%	52
2023 Q3	$1.14M	Buy	+62,612	New	+$1.18M	0.24%	65

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

New England Private Wealth Advisors's SCHG Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q2 2026, buying an estimated $166 and bringing the position to 60,667 shares worth $2.03M. The position accounts for 0.2% of the portfolio, ranked #84.

New England Private Wealth Advisors first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

New England Private Wealth Advisors held 60,667 shares of Schwab US Large-Cap Growth ETF worth $2.03M as of Q2 2026.
New England Private Wealth Advisors bought 5 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $166.
Schwab US Large-Cap Growth ETF made up 0.2% of New England Private Wealth Advisors's portfolio in Q2 2026, its #84 holding.
New England Private Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.