PS
SCHG icon

Pinney & Scofield’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pinney & Scofield’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 		$127K Hold
3,760
– – 0.06% 73
2026
Q1 		$110K Hold
3,760
– – 0.06% 76
2025
Q4 		$123K Hold
3,760
– – 0.07% 68
2025
Q3 		$120K Hold
3,760
– – 0.07% 69
2025
Q2 		$110K Hold
3,760
– – 0.07% 72
2025
Q1 		$94.2K Hold
3,760
– – 0.07% 76
2024
Q4 		$105K Buy
+3,760
New +$103K 0.08% 72

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

Pinney & Scofield's SCHG Position: Q2 2026 in Review

Pinney & Scofield held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 3,760 shares worth $127K. The position accounts for 0.06% of the portfolio, ranked #73.

Pinney & Scofield first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,672 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Pinney & Scofield held 3,760 shares of Schwab US Large-Cap Growth ETF worth $127K as of Q2 2026.
  • Pinney & Scofield left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Pinney & Scofield's portfolio in Q2 2026, its #73 holding.
  • Pinney & Scofield first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,672 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.