PKS Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PKS Advisory Services’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	$202K	Buy	+5,981	New	+$198K	0.03%	360
2025 Q1	–	Sell	-7,182	Closed	-$200K	–	266
2024 Q4	$200K	Buy	+7,182	New	+$196K	0.05%	233

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

PKS Advisory Services's SCHG Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 5,981 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #360 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in SCHG as recently as Q4 2024.

PKS Advisory Services first reported a position in SCHG in Q4 2024 and has held it in 2 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

PKS Advisory Services held 5,981 shares of Schwab US Large-Cap Growth ETF worth $202K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new PKS Advisory Services position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of PKS Advisory Services's portfolio in Q2 2026, its #360 holding.
PKS Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 2 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.