P.J. Schmidt Investment Management (PJS)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$4.44M	Buy	131,302 +4,715	+4%	+$156K	0.69%	38
2026 Q1	$3.69M	Buy	126,587 +11,699	+10%	+$364K	0.62%	42
2025 Q4	$3.75M	Buy	114,888 +3,142	+3%	+$102K	0.61%	42
2025 Q3	$3.57M	Buy	111,746 +23,635	+27%	+$720K	0.59%	42
2025 Q2	$2.57M	Buy	88,111 +9,031	+11%	+$239K	0.45%	48
2025 Q1	$1.98M	Buy	79,080 +8,319	+12%	+$228K	0.36%	55
2024 Q4	$1.97M	Buy	70,761 +93	+0.1%	+$2.54K	0.34%	55
2024 Q3	$1.84M	Buy	70,668 +6,704	+10%	+$169K	0.32%	57
2024 Q2	$1.61M	Buy	63,964 +10,224	+19%	+$241K	0.29%	57
2024 Q1	$1.25M	Buy	53,740 +24,144	+82%	+$534K	0.24%	64
2023 Q4	$639K	Buy	29,596 +2,964	+11%	+$57.3K	0.13%	89
2023 Q3	$489K	Buy	26,632 +3,120	+13%	+$58.7K	0.1%	104
2023 Q2	$453K	Buy	+23,512	New	+$403K	0.09%	109

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

P.J. Schmidt Investment Management (PJS)'s SCHG Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.7% in Q2 2026, buying an estimated $156K and bringing the position to 131,302 shares worth $4.44M. The position accounts for 0.69% of the portfolio, ranked #38.

P.J. Schmidt Investment Management (PJS) first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 131,302 shares of Schwab US Large-Cap Growth ETF worth $4.44M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 4,715 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $156K.
Schwab US Large-Cap Growth ETF made up 0.69% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #38 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.