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Park Avenue Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Park Avenue Securities’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 		$118M Buy
3,491,855
+78,479
+2% +$2.6M 0.74% 24
2026
Q1 		$99.4M Sell
3,413,376
-233,241
-6% -$7.25M 0.78% 24
2025
Q4 		$119M Buy
3,646,617
+413,587
+13% +$13.5M 1.01% 18
2025
Q3 		$103M Buy
3,233,030
+439,909
+16% +$13.4M 0.81% 22
2025
Q2 		$81.6M Buy
2,793,121
+610,166
+28% +$16.1M 0.75% 23
2025
Q1 		$54.7M Buy
2,182,955
+493,975
+29% +$13.5M 0.67% 25
2024
Q4 		$47.1M Buy
1,688,980
+78,624
+5% +$2.15M 0.48% 34
2024
Q3 		$41.9M Buy
1,610,356
+133,360
+9% +$3.36M 0.47% 33
2024
Q2 		$37.2M Buy
1,476,996
+246,988
+20% +$5.83M 0.46% 36
2024
Q1 		$28.5M Buy
1,230,008
+33,912
+3% +$750K 0.37% 44
2023
Q4 		$24.8M Buy
1,196,096
+202,608
+20% +$3.92M 0.34% 45
2023
Q3 		$18.1M Sell
993,488
-57,548
-5% -$1.08M 0.28% 50
2023
Q2 		$19.7M Buy
1,051,036
+82,464
+9% +$1.41M 0.31% 41
2023
Q1 		$15.8M Sell
968,572
-44,708
-4% -$679K 0.27% 48
2022
Q4 		$14.1M Buy
1,013,280
+215,748
+27% +$3.1M 0.25% 59
2022
Q3 		$11.1M Buy
797,532
+104,680
+15% +$1.64M 0.22% 58
2022
Q2 		$10M Buy
692,852
+152,188
+28% +$2.43M 0.19% 61
2022
Q1 		$10.1M Buy
540,664
+99,392
+23% +$1.81M 0.18% 65
2021
Q4 		$9.03M Buy
441,272
+69,800
+19% +$1.4M 0.16% 75
2021
Q3 		$6.88M Buy
371,472
+62,824
+20% +$1.2M 0.14% 79
2021
Q2 		$5.63M Buy
308,648
+49,912
+19% +$864K 0.12% 88
2021
Q1 		$4.2M Buy
258,736
+105,384
+69% +$1.71M 0.1% 101
2020
Q4 		$2.46M Buy
153,352
+70,960
+86% +$1.08M 0.07% 133
2020
Q3 		$1.19M Buy
82,392
+40,800
+98% +$569K 0.04% 206
2020
Q2 		$528K Buy
+41,592
New +$485K 0.02% 386

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

Park Avenue Securities's SCHG Position: Q2 2026 in Review

Park Avenue Securities increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, buying an estimated $2.6M and bringing the position to 3,491,855 shares worth $118M. The position accounts for 0.74% of the portfolio, ranked #24.

Park Avenue Securities first reported a position in SCHG in Q2 2020 and has held it in 25 quarters since. The position peaked at $119M in Q4 2025. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Park Avenue Securities held 3,491,855 shares of Schwab US Large-Cap Growth ETF worth $118M as of Q2 2026.
  • Park Avenue Securities bought 78,479 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.6M.
  • Schwab US Large-Cap Growth ETF made up 0.74% of Park Avenue Securities's portfolio in Q2 2026, its #24 holding.
  • Park Avenue Securities first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Park Avenue Securities's Schwab US Large-Cap Growth ETF position peaked at $119M in Q4 2025.
  • 1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.