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

Regimen Wealth’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 		$12.1M Buy
357,556
+632
+0.2% +$20.9K 3.26% 15
2026
Q1 		$10.4M Sell
356,924
-45,458
-11% -$1.41M 3.04% 15
2025
Q4 		$13.1M Sell
402,382
-6,994
-2% -$227K 3.84% 11
2025
Q3 		$13.1M Sell
409,376
-3,018
-0.7% -$92K 3.87% 10
2025
Q2 		$12M Sell
412,394
-116,928
-22% -$3.09M 3.74% 10
2025
Q1 		$13.3M Buy
529,322
+2,730
+0.5% +$74.8K 4.26% 8
2024
Q4 		$14.7M Sell
526,592
-52,576
-9% -$1.44M 4.79% 8
2024
Q3 		$15.1M Buy
579,168
+2,856
+0.5% +$71.9K 4.88% 8
2024
Q2 		$14.5M Buy
576,312
+1,264
+0.2% +$29.8K 5% 8
2024
Q1 		$13.3M Sell
575,048
-75,388
-12% -$1.67M 4.62% 8
2023
Q4 		$13.6M Sell
650,436
-139,416
-18% -$2.7M 5.21% 7
2023
Q3 		$14.4M Buy
789,852
+3,340
+0.4% +$62.9K 5.9% 7
2023
Q2 		$14.7M Buy
786,512
+39,216
+5% +$672K 6.11% 6
2023
Q1 		$12.8M Sell
747,296
-244,516
-25% -$3.71M 5.53% 8
2022
Q4 		$13.7M Buy
+991,812
New +$14.3M 9.19% 3

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Regimen Wealth's SCHG Position: Q2 2026 in Review

Regimen Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.18% in Q2 2026, buying an estimated $20.9K and bringing the position to 357,556 shares worth $12.1M. The position accounts for 3.26% of the portfolio, ranked #15.

Regimen Wealth first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.1M in Q3 2024. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Regimen Wealth held 357,556 shares of Schwab US Large-Cap Growth ETF worth $12.1M as of Q2 2026.
  • Regimen Wealth bought 632 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $20.9K.
  • Schwab US Large-Cap Growth ETF made up 3.26% of Regimen Wealth's portfolio in Q2 2026, its #15 holding.
  • Regimen Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Regimen Wealth's Schwab US Large-Cap Growth ETF position peaked at $15.1M in Q3 2024.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.