Parsonex Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Parsonex Advisory Services’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	$3.7M	Sell	109,348 -14,394	-12%	-$477K	3.22%	13
2026 Q1	$3.6M	Sell	123,742 -26,789	-18%	-$833K	3.52%	12
2025 Q4	$4.91M	Sell	150,531 -450	-0.3%	-$14.6K	3.13%	9
2025 Q3	$4.82M	Buy	150,981 +513	+0.3%	+$15.6K	3.28%	8
2025 Q2	$4.4M	Buy	+150,468	New	+$3.98M	3.66%	5

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

Parsonex Advisory Services's SCHG Position: Q2 2026 in Review

Parsonex Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, selling an estimated $477K and leaving 109,348 shares worth $3.7M. The position accounts for 3.22% of the portfolio, ranked #13.

Parsonex Advisory Services first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.91M in Q4 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Parsonex Advisory Services held 109,348 shares of Schwab US Large-Cap Growth ETF worth $3.7M as of Q2 2026.
Parsonex Advisory Services sold 14,394 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $477K.
Schwab US Large-Cap Growth ETF made up 3.22% of Parsonex Advisory Services's portfolio in Q2 2026, its #13 holding.
Parsonex Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Parsonex Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $4.91M in Q4 2025.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.