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Pine Valley Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pine Valley Investments’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 		$2.13M Buy
63,037
+5,549
+10% +$184K 0.08% 216
2026
Q1 		$1.67M Buy
57,488
+50
+0.1% +$1.55K 0.08% 228
2025
Q4 		$1.87M Buy
57,438
+771
+1% +$25.1K 0.09% 205
2025
Q3 		$1.81M Sell
56,667
-2,729
-5% -$83.2K 0.09% 213
2025
Q2 		$1.73M Sell
59,396
-11
-0% -$291 0.1% 205
2025
Q1 		$1.49M Buy
59,407
+29,179
+97% +$799K 0.09% 216
2024
Q4 		$842K Buy
30,228
+16,476
+120% +$451K 0.05% 261
2024
Q3 		$358K Buy
13,752
+1,224
+10% +$30.8K 0.02% 378
2024
Q2 		$316K Sell
12,528
-688
-5% -$16.2K 0.02% 376
2024
Q1 		$306K Buy
13,216
+880
+7% +$19.5K 0.02% 392
2023
Q4 		$256K Sell
12,336
-64
-0.5% -$1.24K 0.02% 412
2023
Q3 		$225K Buy
12,400
+12
+0.1% +$226 0.02% 410
2023
Q2 		$232K Sell
12,388
-48
-0.4% -$823 0.02% 357
2023
Q1 		$205K Buy
+12,436
New +$189K 0.03% 276

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Pine Valley Investments's SCHG Position: Q2 2026 in Review

Pine Valley Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.7% in Q2 2026, buying an estimated $184K and bringing the position to 63,037 shares worth $2.13M. The position accounts for 0.08% of the portfolio, ranked #216.

Pine Valley Investments first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. 1,046 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Pine Valley Investments held 63,037 shares of Schwab US Large-Cap Growth ETF worth $2.13M as of Q2 2026.
  • Pine Valley Investments bought 5,549 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $184K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Pine Valley Investments's portfolio in Q2 2026, its #216 holding.
  • Pine Valley Investments first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.