Prudent Investors Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prudent Investors Network’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	$1.08M	Buy	31,942 +6,338	+25%	+$210K	0.21%	26
2026 Q1	$746K	Sell	25,604 -6,980	-21%	-$217K	0.16%	32
2025 Q4	$1.06M	Buy	32,584 +6,980	+27%	+$227K	0.24%	25
2025 Q3	$817K	Hold	25,604	–	–	0.2%	24
2025 Q2	$748K	Hold	25,604	–	–	0.2%	23
2025 Q1	$641K	Buy	25,604 +1,720	+7%	+$47.1K	0.18%	28
2024 Q4	$666K	Buy	23,884 +15,884	+199%	+$434K	0.19%	24
2024 Q3	$208K	Hold	8,000	–	–	0.06%	47
2024 Q2	$202K	Buy	+8,000	New	+$189K	0.07%	39

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

Prudent Investors Network's SCHG Position: Q2 2026 in Review

Prudent Investors Network increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 25% in Q2 2026, buying an estimated $210K and bringing the position to 31,942 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #26.

Prudent Investors Network first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Prudent Investors Network held 31,942 shares of Schwab US Large-Cap Growth ETF worth $1.08M as of Q2 2026.
Prudent Investors Network bought 6,338 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $210K.
Schwab US Large-Cap Growth ETF made up 0.21% of Prudent Investors Network's portfolio in Q2 2026, its #26 holding.
Prudent Investors Network first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.