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

Quartz 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	$1.32M	Buy	39,015 +5,954	+18%	+$197K	0.43%	56
2026 Q1	$963K	Sell	33,061 -3,634	-10%	-$113K	0.37%	58
2025 Q4	$1.2M	Sell	36,695 -850	-2%	-$27.6K	0.45%	50
2025 Q3	$1.2M	Buy	37,545 +8,141	+28%	+$248K	0.43%	56
2025 Q2	$859K	Buy	29,404 +5,878	+25%	+$155K	0.39%	56
2025 Q1	$589K	Sell	23,526 -85	-0.4%	-$2.33K	0.36%	63
2024 Q4	$658K	Buy	23,611 +5,279	+29%	+$144K	0.4%	68
2024 Q3	$477K	Buy	+18,332	New	+$461K	0.3%	100

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

Quartz Partners's SCHG Position: Q2 2026 in Review

Quartz Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q2 2026, buying an estimated $197K and bringing the position to 39,015 shares worth $1.32M. The position accounts for 0.43% of the portfolio, ranked #56.

Quartz Partners first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Quartz Partners held 39,015 shares of Schwab US Large-Cap Growth ETF worth $1.32M as of Q2 2026.
Quartz Partners bought 5,954 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $197K.
Schwab US Large-Cap Growth ETF made up 0.43% of Quartz Partners's portfolio in Q2 2026, its #56 holding.
Quartz Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.