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

Sachetta’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 		$2.03M Sell
59,907
-670
-1% -$22.2K 0.99% 22
2026
Q1 		$1.76M Buy
60,577
+406
+0.7% +$12.6K 0.96% 25
2025
Q4 		$1.96M Sell
60,171
-415
-0.7% -$13.5K 1.07% 22
2025
Q3 		$1.93M Sell
60,586
-660
-1% -$20.1K 0.72% 31
2025
Q2 		$1.79M Sell
61,246
-1,188
-2% -$31.4K 0.71% 30
2025
Q1 		$1.56M Buy
62,434
+285
+0.5% +$7.81K 0.64% 32
2024
Q4 		$1.73M Sell
62,149
-87
-0.1% -$2.38K 0.68% 29
2024
Q3 		$1.62M Buy
62,236
+17,432
+39% +$439K 0.64% 29
2024
Q2 		$1.09M Buy
44,804
+25,152
+128% +$593K 0.47% 43
2024
Q1 		$408K Hold
19,652
– – 0.19% 92
2023
Q4 		$408K Buy
+19,652
New +$380K 0.19% 92

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sachetta's SCHG Position: Q2 2026 in Review

Sachetta reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q2 2026, selling an estimated $22.2K and leaving 59,907 shares worth $2.03M. The position accounts for 0.99% of the portfolio, ranked #22.

Sachetta first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 377 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sachetta held 59,907 shares of Schwab US Large-Cap Growth ETF worth $2.03M as of Q2 2026.
  • Sachetta sold 670 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $22.2K.
  • Schwab US Large-Cap Growth ETF made up 0.99% of Sachetta's portfolio in Q2 2026, its #22 holding.
  • Sachetta first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.