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

Nikulski Financial’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	$1.94M	Sell	57,392 -5,185	-8%	-$172K	0.42%	67
2026 Q1	$1.82M	Sell	62,577 -9,235	-13%	-$287K	0.45%	67
2025 Q4	$2.34M	Sell	71,812 -28,991	-29%	-$943K	0.56%	55
2025 Q3	$3.22M	Buy	100,803 +3,563	+4%	+$109K	0.81%	36
2025 Q2	$2.84M	Buy	97,240 +2,133	+2%	+$56.4K	0.78%	41
2025 Q1	$2.38M	Buy	95,107 +5,681	+6%	+$156K	0.72%	45
2024 Q4	$2.49M	Buy	+89,426	New	+$2.45M	0.73%	44

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

Nikulski Financial's SCHG Position: Q2 2026 in Review

Nikulski Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.3% in Q2 2026, selling an estimated $172K and leaving 57,392 shares worth $1.94M. The position accounts for 0.42% of the portfolio, ranked #67.

Nikulski Financial first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q3 2025. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Nikulski Financial held 57,392 shares of Schwab US Large-Cap Growth ETF worth $1.94M as of Q2 2026.
Nikulski Financial sold 5,185 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $172K.
Schwab US Large-Cap Growth ETF made up 0.42% of Nikulski Financial's portfolio in Q2 2026, its #67 holding.
Nikulski Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Nikulski Financial's Schwab US Large-Cap Growth ETF position peaked at $3.22M in Q3 2025.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.