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Phil A. Younker & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Phil A. Younker & Associates’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
-16,984
Closed -$495K – 35
2026
Q1 		$495K Hold
16,984
– – 0.33% 26
2025
Q4 		$554K Hold
16,984
– – 0.39% 26
2025
Q3 		$542K Hold
16,984
– – 0.42% 24
2025
Q2 		$496K Hold
16,984
– – 0.49% 24
2025
Q1 		$425K Sell
16,984
-268
-2% -$7.34K 0.42% 23
2024
Q4 		$481K Buy
+17,252
New +$472K 0.48% 21

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 22.9% 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

Phil A. Younker & Associates's SCHG Position: Q2 2026 in Review

Phil A. Younker & Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 16,984 shares — an estimated $495K sold.

Phil A. Younker & Associates first reported a position in SCHG in Q4 2024 and held it in 6 quarters. The position peaked at $554K in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Phil A. Younker & Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Phil A. Younker & Associates sold 16,984 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $495K.
  • Phil A. Younker & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
  • Phil A. Younker & Associates's Schwab US Large-Cap Growth ETF position peaked at $554K in Q4 2025.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.