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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.1K Hold
888
0.02% 113
2026
Q1
$25.9K Buy
+888
New +$27.6K 0.02% 110

Other funds holding SCHG

Philadelphia Investment Partners's SCHG Position: Q2 2026 in Review

Philadelphia Investment Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 888 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #113.

Philadelphia Investment Partners first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Philadelphia Investment Partners held 888 shares of Schwab US Large-Cap Growth ETF worth $30.1K as of Q2 2026.
  • Philadelphia Investment Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Philadelphia Investment Partners's portfolio in Q2 2026, its #113 holding.
  • Philadelphia Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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