Onyx Bridge Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Onyx Bridge Wealth Group’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	$1.88M	Sell	55,428 -4,764	-8%	-$158K	0.17%	109
2026 Q1	$1.75M	Sell	60,192 -22,942	-28%	-$713K	0.19%	108
2025 Q4	$2.71M	Sell	83,134 -14,678	-15%	-$477K	0.29%	76
2025 Q3	$3.12M	Buy	+97,812	New	+$2.98M	0.34%	69

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

Onyx Bridge Wealth Group's SCHG Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.9% in Q2 2026, selling an estimated $158K and leaving 55,428 shares worth $1.88M. The position accounts for 0.17% of the portfolio, ranked #109.

Onyx Bridge Wealth Group first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.12M in Q3 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Onyx Bridge Wealth Group held 55,428 shares of Schwab US Large-Cap Growth ETF worth $1.88M as of Q2 2026.
Onyx Bridge Wealth Group sold 4,764 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $158K.
Schwab US Large-Cap Growth ETF made up 0.17% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #109 holding.
Onyx Bridge Wealth Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Onyx Bridge Wealth Group's Schwab US Large-Cap Growth ETF position peaked at $3.12M in Q3 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.