Roble Belko & Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Roble Belko & Company’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	$52K	Sell	1,523 -31	-2%	-$1.03K	0.01%	213
2026 Q1	$45K	Buy	1,554 +13	+0.8%	+$404	0.01%	211
2025 Q4	$50K	Buy	1,541 +49	+3%	+$1.59K	0.01%	208
2025 Q3	$48K	Buy	1,492 +19	+1%	+$579	0.01%	178
2025 Q2	$43K	Buy	1,473 +98	+7%	+$2.59K	0.01%	186
2025 Q1	$34K	Buy	1,375 +19	+1%	+$520	0.01%	192
2024 Q4	$38K	Hold	1,356	–	–	0.01%	183
2024 Q3	$35K	Hold	1,356	–	–	0.01%	181
2024 Q2	$34K	Hold	1,356	–	–	0.01%	186
2024 Q1	$31K	Hold	1,356	–	–	0.01%	194
2023 Q4	$28K	Buy	+1,356	New	+$26.2K	0.01%	183

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

Roble Belko & Company's SCHG Position: Q2 2026 in Review

Roble Belko & Company reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q2 2026, selling an estimated $1.03K and leaving 1,523 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #213.

Roble Belko & Company first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Roble Belko & Company held 1,523 shares of Schwab US Large-Cap Growth ETF worth $52K as of Q2 2026.
Roble Belko & Company sold 31 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.03K.
Schwab US Large-Cap Growth ETF made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #213 holding.
Roble Belko & Company first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.