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

Private 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	$465K	Hold	13,731	–	–	0.01%	248
2026 Q1	$400K	Buy	13,731 +11	+0.1%	+$342	0.01%	251
2025 Q4	$448K	Buy	13,720 +10	+0.1%	+$325	0.01%	233
2025 Q3	$437K	Buy	13,710 +3,122	+29%	+$95.1K	0.01%	225
2025 Q2	$309K	Hold	10,588	–	–	0.01%	232
2025 Q1	$265K	Hold	10,588	–	–	0.01%	190
2024 Q4	$295K	Hold	10,588	–	–	0.01%	186
2024 Q3	$276K	Hold	10,588	–	–	0.01%	186
2024 Q2	$267K	Hold	10,588	–	–	0.01%	183
2024 Q1	$245K	Hold	10,588	–	–	0.01%	186
2023 Q4	$220K	Buy	+10,588	New	+$205K	0.01%	193

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

Private Management Group's SCHG Position: Q2 2026 in Review

Private Management Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 13,731 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #248.

Private Management Group first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Private Management Group held 13,731 shares of Schwab US Large-Cap Growth ETF worth $465K as of Q2 2026.
Private Management Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Private Management Group's portfolio in Q2 2026, its #248 holding.
Private Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.