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

Patten & Patten’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 		$496K Buy
14,659
+7
+0% +$232 0.03% 251
2026
Q1 		$427K Buy
14,652
+881
+6% +$27.4K 0.03% 257
2025
Q4 		$449K Sell
13,771
-2,359
-15% -$76.7K 0.03% 248
2025
Q3 		$515K Sell
16,130
-4,080
-20% -$124K 0.03% 241
2025
Q2 		$590K Buy
20,210
+812
+4% +$21.5K 0.04% 214
2025
Q1 		$486K Buy
19,398
+6,826
+54% +$187K 0.03% 227
2024
Q4 		$350K Buy
+12,572
New +$344K 0.02% 250

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

Patten & Patten's SCHG Position: Q2 2026 in Review

Patten & Patten increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.05% in Q2 2026, buying an estimated $232 and bringing the position to 14,659 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #251.

Patten & Patten first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q2 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Patten & Patten held 14,659 shares of Schwab US Large-Cap Growth ETF worth $496K as of Q2 2026.
  • Patten & Patten bought 7 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $232.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #251 holding.
  • Patten & Patten first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Patten & Patten's Schwab US Large-Cap Growth ETF position peaked at $590K in Q2 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.