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

Pursue Wealth Partners’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	$464K	Hold	13,720	–	–	0.26%	62
2026 Q1	$400K	Hold	13,720	–	–	0.24%	67
2025 Q4	$448K	Hold	13,720	–	–	0.22%	68
2025 Q3	$438K	Hold	13,720	–	–	0.24%	70
2025 Q2	$401K	Hold	13,720	–	–	0.23%	72
2025 Q1	$344K	Hold	13,720	–	–	0.21%	79
2024 Q4	$382K	Hold	13,720	–	–	0.22%	68
2024 Q3	$357K	Hold	13,720	–	–	0.2%	72
2024 Q2	$346K	Hold	13,720	–	–	0.19%	67
2024 Q1	$318K	Hold	13,720	–	–	0.19%	71
2023 Q4	$285K	Hold	13,720	–	–	0.18%	72
2023 Q3	$249K	Hold	13,720	–	–	0.18%	78
2023 Q2	$257K	Hold	13,720	–	–	0.16%	85
2023 Q1	$224K	Buy	+13,720	New	+$208K	0.15%	94
2022 Q2	–	Sell	-1,488	Closed	-$27.4K	–	212
2022 Q1	$27.4K	Buy	+1,488	New	+$27.1K	0.01%	200

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

Pursue Wealth Partners's SCHG Position: Q2 2026 in Review

Pursue Wealth Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 13,720 shares worth $464K. The position accounts for 0.26% of the portfolio, ranked #62.

Pursue Wealth Partners first reported a position in SCHG in Q1 2022 and has held it in 15 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Pursue Wealth Partners held 13,720 shares of Schwab US Large-Cap Growth ETF worth $464K as of Q2 2026.
Pursue Wealth Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.26% of Pursue Wealth Partners's portfolio in Q2 2026, its #62 holding.
Pursue Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.