&Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

&Partners’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	$11.5M	Buy	340,541 +32,051	+10%	+$1.06M	0.05%	341
2026 Q1	$8.99M	Buy	308,490 +11,309	+4%	+$352K	0.04%	361
2025 Q4	$9.71M	Buy	297,181 +19,259	+7%	+$626K	0.05%	319
2025 Q3	$8.87M	Buy	277,922 +34,236	+14%	+$1.04M	0.06%	290
2025 Q2	$7.21M	Buy	243,686 +79,477	+48%	+$2.1M	0.06%	294
2025 Q1	$4.11M	Buy	164,209 +18,715	+13%	+$513K	0.04%	336
2024 Q4	$4.12M	Buy	145,494 +18,222	+14%	+$498K	0.05%	310
2024 Q3	$3.35M	Buy	127,272 +86,276	+210%	+$2.17M	0.06%	267
2024 Q2	$1.06M	Buy	40,996 +19,832	+94%	+$468K	0.05%	334
2024 Q1	$491K	Buy	+21,164	New	+$468K	0.07%	272

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

&Partners's SCHG Position: Q2 2026 in Review

&Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q2 2026, buying an estimated $1.06M and bringing the position to 340,541 shares worth $11.5M. The position accounts for 0.05% of the portfolio, ranked #341.

&Partners first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

&Partners held 340,541 shares of Schwab US Large-Cap Growth ETF worth $11.5M as of Q2 2026.
&Partners bought 32,051 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.06M.
Schwab US Large-Cap Growth ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #341 holding.
&Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.