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PGIM Custom Harvest’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PGIM Custom Harvest’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 		– Sell
-9,492
Closed -$277K – 313
2026
Q1 		$277K Sell
9,492
-252
-3% -$7.83K ﹤0.01% 230
2025
Q4 		$318K Sell
9,744
-1,540
-14% -$50.1K ﹤0.01% 215
2025
Q3 		$360K Sell
11,284
-1
-0% -$30 0.01% 192
2025
Q2 		$330K Sell
11,285
-359
-3% -$9.49K 0.01% 187
2025
Q1 		$292K Buy
11,644
+748
+7% +$20.5K 0.01% 199
2024
Q4 		$304K Buy
10,896
+1,952
+22% +$53.4K 0.01% 200
2024
Q3 		$233K Buy
8,944
+952
+12% +$24K ﹤0.01% 223
2024
Q2 		$201K Buy
+7,992
New +$189K ﹤0.01% 224

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

PGIM Custom Harvest's SCHG Position: Q2 2026 in Review

PGIM Custom Harvest sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 9,492 shares — an estimated $277K sold.

PGIM Custom Harvest first reported a position in SCHG in Q2 2024 and held it in 8 quarters. The position peaked at $360K in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • PGIM Custom Harvest reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • PGIM Custom Harvest sold 9,492 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $277K.
  • PGIM Custom Harvest first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 8 quarters.
  • PGIM Custom Harvest's Schwab US Large-Cap Growth ETF position peaked at $360K in Q3 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.