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

Orgel Wealth Management’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	$7.71M	Buy	227,877 +7,302	+3%	+$242K	0.15%	33
2026 Q1	$6.43M	Buy	220,575 +14,719	+7%	+$458K	0.14%	32
2025 Q4	$6.72M	Buy	205,856 +16,030	+8%	+$521K	0.15%	30
2025 Q3	$6.06M	Buy	189,826 +17,921	+10%	+$546K	0.14%	30
2025 Q2	$5.02M	Buy	171,905 +25,913	+18%	+$685K	0.12%	33
2025 Q1	$3.66M	Buy	145,992 +51,302	+54%	+$1.41M	0.1%	33
2024 Q4	$2.64M	Buy	94,690 +5,790	+7%	+$158K	0.07%	34
2024 Q3	$2.32M	Hold	88,900	–	–	0.06%	36
2024 Q2	$2.24M	Buy	88,900 +12,652	+17%	+$298K	0.06%	36
2024 Q1	$1.77M	Buy	76,248 +16	+0%	+$354	0.05%	35
2023 Q4	$1.58M	Sell	76,232 -1,712	-2%	-$33.1K	0.05%	39
2023 Q3	$1.42M	Sell	77,944 -3,472	-4%	-$65.4K	0.05%	36
2023 Q2	$1.53M	Buy	81,416 +14,784	+22%	+$253K	0.05%	39
2023 Q1	$1.09M	Sell	66,632 -27,768	-29%	-$421K	0.04%	42
2022 Q4	$1.31M	Sell	94,400 -3,951,996	-98%	-$56.8M	0.05%	35
2022 Q3	$56.5M	Buy	4,046,396 +4,022,824	+17,066%	+$63M	2.79%	9
2022 Q2	$342K	Buy	+23,572	New	+$377K	0.02%	47

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

Orgel Wealth Management's SCHG Position: Q2 2026 in Review

Orgel Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.3% in Q2 2026, buying an estimated $242K and bringing the position to 227,877 shares worth $7.71M. The position accounts for 0.15% of the portfolio, ranked #33.

Orgel Wealth Management first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. The position peaked at $56.5M in Q3 2022. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Orgel Wealth Management held 227,877 shares of Schwab US Large-Cap Growth ETF worth $7.71M as of Q2 2026.
Orgel Wealth Management bought 7,302 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $242K.
Schwab US Large-Cap Growth ETF made up 0.15% of Orgel Wealth Management's portfolio in Q2 2026, its #33 holding.
Orgel Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Orgel Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $56.5M in Q3 2022.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.