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

Quotient 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	$5.85M	Sell	172,806 -7,039	-4%	-$233K	0.14%	50
2026 Q1	$5.24M	Buy	179,845 +55,973	+45%	+$1.74M	0.14%	50
2025 Q4	$4.04M	Sell	123,872 -4,680	-4%	-$152K	0.11%	54
2025 Q3	$4.1M	Sell	128,552 -1,895	-1%	-$57.8K	0.11%	52
2025 Q2	$3.81M	Sell	130,447 -15,425	-11%	-$408K	0.11%	52
2025 Q1	$3.65M	Buy	145,872 +92,157	+172%	+$2.52M	0.12%	48
2024 Q4	$1.5M	Buy	53,715 +287	+0.5%	+$7.85K	0.05%	82
2024 Q3	$1.39M	Buy	53,428 +27,820	+109%	+$700K	0.05%	83
2024 Q2	$646K	Buy	+25,608	New	+$604K	0.02%	146

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

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

Quotient Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.9% in Q2 2026, selling an estimated $233K and leaving 172,806 shares worth $5.85M. The position accounts for 0.14% of the portfolio, ranked #50.

Quotient Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Quotient Wealth Partners held 172,806 shares of Schwab US Large-Cap Growth ETF worth $5.85M as of Q2 2026.
Quotient Wealth Partners sold 7,039 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $233K.
Schwab US Large-Cap Growth ETF made up 0.14% of Quotient Wealth Partners's portfolio in Q2 2026, its #50 holding.
Quotient Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.