QRG Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

QRG Capital Management’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	$872K	Buy	25,771 +12,775	+98%	+$423K	0.01%	673
2026 Q1	$379K	Buy	12,996 +3,890	+43%	+$121K	﹤0.01%	870
2025 Q4	$297K	Buy	9,106 +508	+6%	+$16.5K	﹤0.01%	916
2025 Q3	$274K	Sell	8,598 -5	-0.1%	-$152	﹤0.01%	907
2025 Q2	$251K	Buy	8,603 +315	+4%	+$8.33K	﹤0.01%	1010
2025 Q1	$208K	Sell	8,288 -667	-7%	-$18.3K	﹤0.01%	1020
2024 Q4	$250K	Buy	+8,955	New	+$245K	﹤0.01%	969
2024 Q1	–	Sell	-11,664	Closed	-$242K	–	1091
2023 Q4	$242K	Buy	+11,664	New	+$226K	﹤0.01%	937

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QRG Capital Management's SCHG Position: Q2 2026 in Review

QRG Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 98% in Q2 2026, buying an estimated $423K and bringing the position to 25,771 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #673.

QRG Capital Management first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

QRG Capital Management held 25,771 shares of Schwab US Large-Cap Growth ETF worth $872K as of Q2 2026.
QRG Capital Management bought 12,775 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $423K.
Schwab US Large-Cap Growth ETF made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #673 holding.
QRG Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.