Quadrant Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Quadrant Private Wealth 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	–	Sell	-34,051	Closed	-$992K	–	274
2026 Q1	$992K	Buy	34,051 +240	+0.7%	+$7.46K	0.15%	117
2025 Q4	$1.1M	Sell	33,811 -316	-0.9%	-$10.3K	0.18%	107
2025 Q3	$1.09M	Sell	34,127 -283	-0.8%	-$8.63K	0.2%	102
2025 Q2	$1.01M	Sell	34,410 -641	-2%	-$16.9K	0.21%	96
2025 Q1	$878K	Sell	35,051 -966	-3%	-$26.5K	0.22%	94
2024 Q4	$1M	Buy	36,017 +3,809	+12%	+$104K	0.25%	88
2024 Q3	$839K	Buy	32,208 +4,256	+15%	+$107K	0.21%	104
2024 Q2	$705K	Buy	+27,952	New	+$659K	0.16%	118

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

Quadrant Private Wealth Management's SCHG Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 34,051 shares — an estimated $992K sold.

Quadrant Private Wealth Management first reported a position in SCHG in Q2 2024 and held it in 8 quarters. The position peaked at $1.1M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Quadrant Private Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 34,051 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $992K.
Quadrant Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 8 quarters.
Quadrant Private Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.1M in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.