Paladin Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-12,672	Closed	-$176K	–	447
2022 Q4	$176K	Hold	12,672	–	–	0.15%	99
2022 Q3	$176K	Hold	12,672	–	–	0.16%	95
2022 Q2	$183K	Buy	+12,672	New	+$203K	0.16%	98
2022 Q1	–	Sell	-12,672	Closed	-$259K	–	464
2021 Q4	$259K	Buy	+12,672	New	+$253K	0.21%	82

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

Paladin Advisory Group's SCHG Position: Q2 2026 in Review

Paladin Advisory Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q2 2026, selling an estimated $5.14K and leaving 11,458 shares worth $388K. The position accounts for 0.26% of the portfolio, ranked #58.

Paladin Advisory Group first reported a position in SCHG in Q1 2022 and has held it in 15 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Paladin Advisory Group held 11,458 shares of Schwab US Large-Cap Growth ETF worth $388K as of Q2 2026.
Paladin Advisory Group sold 155 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.14K.
Schwab US Large-Cap Growth ETF made up 0.26% of Paladin Advisory Group's portfolio in Q2 2026, its #58 holding.
Paladin Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 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 Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.