Pinion Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pinion Investment Advisors’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	$1.24M	Buy	36,739 +2,591	+8%	+$85.9K	0.24%	63
2026 Q1	$995K	Buy	34,148 +12,861	+60%	+$400K	0.23%	72
2025 Q4	$694K	Sell	21,287 -19,681	-48%	-$640K	0.17%	91
2025 Q3	$1.34M	Buy	40,968 +19,757	+93%	+$602K	0.37%	46
2025 Q2	$620K	Sell	21,211 -18,847	-47%	-$498K	0.21%	83
2025 Q1	$1M	Buy	40,058 +19,342	+93%	+$530K	0.22%	68
2024 Q4	$577K	Buy	20,716 +128	+0.6%	+$3.5K	0.23%	79
2024 Q3	$536K	Buy	20,588 +20	+0.1%	+$503	0.22%	85
2024 Q2	$519K	Hold	20,568	–	–	0.26%	75
2024 Q1	$477K	Buy	20,568 +10,904	+113%	+$241K	0.25%	80
2023 Q4	$200K	Buy	+9,664	New	+$187K	0.12%	147

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinion Investment Advisors's SCHG Position: Q2 2026 in Review

Pinion Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.6% in Q2 2026, buying an estimated $85.9K and bringing the position to 36,739 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #63.

Pinion Investment Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q3 2025. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Pinion Investment Advisors held 36,739 shares of Schwab US Large-Cap Growth ETF worth $1.24M as of Q2 2026.
Pinion Investment Advisors bought 2,591 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $85.9K.
Schwab US Large-Cap Growth ETF made up 0.24% of Pinion Investment Advisors's portfolio in Q2 2026, its #63 holding.
Pinion Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Pinion Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.34M in Q3 2025.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.