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Prestige Wealth Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prestige Wealth Management Group’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 		$1.79M Sell
52,813
-93
-0.2% -$3.08K 0.32% 52
2026
Q1 		$1.54M Sell
52,906
-7,954
-13% -$247K 0.3% 50
2025
Q4 		$1.99M Sell
60,860
-214
-0.4% -$6.96K 0.38% 48
2025
Q3 		$1.95M Sell
61,074
-2,145
-3% -$65.4K 0.38% 45
2025
Q2 		$1.85M Sell
63,219
-3,053
-5% -$80.7K 0.38% 43
2025
Q1 		$1.66M Sell
66,272
-4,767
-7% -$131K 0.35% 44
2024
Q4 		$1.98M Sell
71,039
-33
-0% -$902 0.41% 43
2024
Q3 		$1.85M Sell
71,072
-896
-1% -$22.5K 0.38% 44
2024
Q2 		$1.82M Sell
71,968
-344
-0.5% -$8.12K 0.39% 44
2024
Q1 		$1.68M Sell
72,312
-16,212
-18% -$359K 0.36% 44
2023
Q4 		$1.84M Sell
88,524
-2,572
-3% -$49.8K 0.42% 41
2023
Q3 		$1.66M Sell
91,096
-3,276
-3% -$61.7K 0.41% 40
2023
Q2 		$1.77M Sell
94,372
-2,900
-3% -$49.7K 0.42% 37
2023
Q1 		$1.58M Sell
97,272
-14,256
-13% -$216K 0.4% 42
2022
Q4 		$1.55M Sell
111,528
-1,792
-2% -$25.8K 0.4% 38
2022
Q3 		$1.58M Sell
113,320
-420
-0.4% -$6.58K 0.44% 40
2022
Q2 		$1.65M Buy
113,740
+16
+0% +$256 0.45% 39
2022
Q1 		$2.13M Sell
113,724
-17,516
-13% -$319K 0.52% 35
2021
Q4 		$2.69M Sell
131,240
-704
-0.5% -$14.1K 0.64% 29
2021
Q3 		$2.44M Buy
131,944
+6,760
+5% +$129K 0.63% 29
2021
Q2 		$2.28M Sell
125,184
-6,848
-5% -$118K 0.61% 30
2021
Q1 		$2.14M Sell
132,032
-2,112
-2% -$34.4K 0.59% 31
2020
Q4 		$2.15M Sell
134,144
-1,920
-1% -$29.1K 0.59% 29
2020
Q3 		$1.96M Sell
136,064
-55,768
-29% -$777K 0.59% 24
2020
Q2 		$2.44M Buy
191,832
+424
+0.2% +$4.94K 0.86% 20
2020
Q1 		$1.91M Sell
191,408
-20,328
-10% -$232K 0.8% 21
2019
Q4 		$2.46M Buy
211,736
+1,480
+0.7% +$16.3K 1.35% 15
2019
Q3 		$2.21M Sell
210,256
-992
-0.5% -$10.5K 1.29% 13
2019
Q2 		$2.2M Sell
211,248
-10,184
-5% -$104K 1.33% 13
2019
Q1 		$2.2M Sell
221,432
-18,656
-8% -$176K 1.35% 12
2018
Q4 		$2.07M Buy
+240,088
New +$2.24M 1.52% 14

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

Prestige Wealth Management Group's SCHG Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.18% in Q2 2026, selling an estimated $3.08K and leaving 52,813 shares worth $1.79M. The position accounts for 0.32% of the portfolio, ranked #52.

Prestige Wealth Management Group first reported a position in SCHG in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.69M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Prestige Wealth Management Group held 52,813 shares of Schwab US Large-Cap Growth ETF worth $1.79M as of Q2 2026.
  • Prestige Wealth Management Group sold 93 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.08K.
  • Schwab US Large-Cap Growth ETF made up 0.32% of Prestige Wealth Management Group's portfolio in Q2 2026, its #52 holding.
  • Prestige Wealth Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Schwab US Large-Cap Growth ETF position peaked at $2.69M in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.