PUREfi Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PUREfi Wealth’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	$433K	Sell	12,800 -1,600	-11%	-$53K	0.24%	109
2026 Q1	$419K	Hold	14,400	–	–	0.27%	96
2025 Q4	$470K	Hold	14,400	–	–	0.36%	76
2025 Q3	$460K	Sell	14,400 -800	-5%	-$24.4K	0.35%	75
2025 Q2	$444K	Buy	+15,200	New	+$402K	0.36%	73

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

PUREfi Wealth's SCHG Position: Q2 2026 in Review

PUREfi Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, selling an estimated $53K and leaving 12,800 shares worth $433K. The position accounts for 0.24% of the portfolio, ranked #109.

PUREfi Wealth first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $470K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

PUREfi Wealth held 12,800 shares of Schwab US Large-Cap Growth ETF worth $433K as of Q2 2026.
PUREfi Wealth sold 1,600 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $53K.
Schwab US Large-Cap Growth ETF made up 0.24% of PUREfi Wealth's portfolio in Q2 2026, its #109 holding.
PUREfi Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
PUREfi Wealth's Schwab US Large-Cap Growth ETF position peaked at $470K in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.