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

Prostatis 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	$1.25M	Sell	37,052 -7,186	-16%	-$238K	0.29%	63
2026 Q1	$1.29M	Sell	44,238 -155,545	-78%	-$4.84M	0.33%	68
2025 Q4	$6.52M	Buy	199,783 +29,289	+17%	+$953K	1.56%	12
2025 Q3	$5.44M	Sell	170,494 -129,534	-43%	-$3.95M	1.36%	16
2025 Q2	$8.76M	Buy	+300,028	New	+$7.93M	2.51%	8
2022 Q1	–	Sell	-20,368	Closed	-$417K	–	95
2021 Q4	$417K	Buy	+20,368	New	+$407K	0.26%	59

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

Prostatis Group's SCHG Position: Q2 2026 in Review

Prostatis Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q2 2026, selling an estimated $238K and leaving 37,052 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #63.

Prostatis Group first reported a position in SCHG in Q4 2021 and has held it in 6 quarters since. The position peaked at $8.76M in Q2 2025. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Prostatis Group held 37,052 shares of Schwab US Large-Cap Growth ETF worth $1.25M as of Q2 2026.
Prostatis Group sold 7,186 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $238K.
Schwab US Large-Cap Growth ETF made up 0.29% of Prostatis Group's portfolio in Q2 2026, its #63 holding.
Prostatis Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 6 quarters since.
Prostatis Group's Schwab US Large-Cap Growth ETF position peaked at $8.76M in Q2 2025.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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