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

NewEdge 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	$1.24M	Sell	36,500 -1,723	-5%	-$57.1K	0.01%	603
2026 Q1	$1.11M	Sell	38,223 -20,023	-34%	-$622K	0.01%	593
2025 Q4	$1.9M	Buy	58,246 +22,027	+61%	+$716K	0.02%	464
2025 Q3	$1.2M	Hold	36,219	–	–	0.02%	523
2025 Q2	$1.09M	Buy	36,219 +279	+0.8%	+$7.38K	0.02%	510
2025 Q1	$900K	Hold	35,940	–	–	0.02%	501
2024 Q4	$1M	Hold	35,940	–	–	0.02%	485
2024 Q3	$936K	Hold	35,940	–	–	0.02%	482
2024 Q2	$906K	Hold	35,940	–	–	0.02%	432
2024 Q1	$808K	Buy	+35,940	New	+$795K	0.02%	460

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

NewEdge Wealth's SCHG Position: Q2 2026 in Review

NewEdge Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.5% in Q2 2026, selling an estimated $57.1K and leaving 36,500 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #603.

NewEdge Wealth first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.9M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

NewEdge Wealth held 36,500 shares of Schwab US Large-Cap Growth ETF worth $1.24M as of Q2 2026.
NewEdge Wealth sold 1,723 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $57.1K.
Schwab US Large-Cap Growth ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #603 holding.
NewEdge Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
NewEdge Wealth's Schwab US Large-Cap Growth ETF position peaked at $1.9M in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.