Quest 10 Wealth Builders’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Quest 10 Wealth Builders’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	$17K	Buy	+503	New	+$16.7K	0.01%	366
2026 Q1	–	Sell	-591	Closed	-$19.3K	–	842
2025 Q4	$19.3K	Sell	591 -1,442	-71%	-$46.9K	0.02%	329
2025 Q3	$64.9K	Buy	2,033 +496	+32%	+$15.1K	0.06%	161
2025 Q2	$44.9K	Hold	1,537	–	–	0.04%	190
2025 Q1	$38.5K	Sell	1,537 -91	-6%	-$2.49K	0.04%	198
2024 Q4	$45.4K	Buy	+1,628	New	+$44.5K	0.05%	195

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

Quest 10 Wealth Builders's SCHG Position: Q2 2026 in Review

Quest 10 Wealth Builders opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 503 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Quest 10 Wealth Builders previously reported a position in SCHG as recently as Q4 2025.

Quest 10 Wealth Builders first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $64.9K in Q3 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Quest 10 Wealth Builders held 503 shares of Schwab US Large-Cap Growth ETF worth $17K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Quest 10 Wealth Builders position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #366 holding.
Quest 10 Wealth Builders first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's Schwab US Large-Cap Growth ETF position peaked at $64.9K in Q3 2025.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.