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

Nvest Wealth Strategies’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 		$21M Buy
620,125
+11,005
+2% +$365K 13.12% 2
2026
Q1 		$17.7M Buy
609,120
+21,516
+4% +$669K 12.42% 2
2025
Q4 		$19.2M Buy
+587,604
New +$19.1M 14.06% 2

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Nvest Wealth Strategies's SCHG Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q2 2026, buying an estimated $365K and bringing the position to 620,125 shares worth $21M. The position accounts for 13.12% of the portfolio, ranked #2.

Nvest Wealth Strategies first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Nvest Wealth Strategies held 620,125 shares of Schwab US Large-Cap Growth ETF worth $21M as of Q2 2026.
  • Nvest Wealth Strategies bought 11,005 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $365K.
  • Schwab US Large-Cap Growth ETF made up 13.12% of Nvest Wealth Strategies's portfolio in Q2 2026, its #2 holding.
  • Nvest Wealth Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.