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Owen LaRue’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Owen LaRue’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 		$708K Buy
20,934
+6
+0% +$199 0.25% 80
2026
Q1 		$610K Buy
20,928
+8
+0% +$249 0.23% 80
2025
Q4 		$682K Buy
20,920
+7
+0% +$228 0.26% 72
2025
Q3 		$667K Buy
20,913
+8
+0% +$244 0.26% 72
2025
Q2 		$611K Buy
20,905
+744
+4% +$19.7K 0.26% 71
2025
Q1 		$505K Buy
20,161
+1,344
+7% +$36.8K 0.25% 67
2024
Q4 		$524K Sell
18,817
-1,303
-6% -$35.6K 0.27% 60
2024
Q3 		$524K Sell
20,120
-3,452
-15% -$86.9K 0.28% 63
2024
Q2 		$594K Sell
23,572
-1,604
-6% -$37.8K 0.37% 51
2024
Q1 		$584K Sell
25,176
-5,012
-17% -$111K 0.37% 47
2023
Q4 		$626K Sell
30,188
-3,360
-10% -$65K 0.6% 41
2023
Q3 		$610K Sell
33,548
-608
-2% -$11.4K 0.67% 38
2023
Q2 		$640K Sell
34,156
-12,288
-26% -$211K 0.67% 37
2023
Q1 		$641K Hold
46,444
– – 0.69% 34
2022
Q4 		$641K Buy
+46,444
New +$668K 0.69% 34

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Owen LaRue's SCHG Position: Q2 2026 in Review

Owen LaRue increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q2 2026, buying an estimated $199 and bringing the position to 20,934 shares worth $708K. The position accounts for 0.25% of the portfolio, ranked #80.

Owen LaRue first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Owen LaRue held 20,934 shares of Schwab US Large-Cap Growth ETF worth $708K as of Q2 2026.
  • Owen LaRue bought 6 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $199.
  • Schwab US Large-Cap Growth ETF made up 0.25% of Owen LaRue's portfolio in Q2 2026, its #80 holding.
  • Owen LaRue first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.