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Sacks & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sacks & Associates’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 		$2.46M Sell
71,859
-29,235
-29% -$969K 1.66% 20
2026
Q1 		$2.94M Sell
101,094
-8,420
-8% -$262K 2.19% 18
2025
Q4 		$3.57M Buy
+109,514
New +$3.56M 2.62% 15

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

Sacks & Associates's SCHG Position: Q2 2026 in Review

Sacks & Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 29% in Q2 2026, selling an estimated $969K and leaving 71,859 shares worth $2.46M. The position accounts for 1.66% of the portfolio, ranked #20.

Sacks & Associates first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.57M in Q4 2025. 1,652 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sacks & Associates held 71,859 shares of Schwab US Large-Cap Growth ETF worth $2.46M as of Q2 2026.
  • Sacks & Associates sold 29,235 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $969K.
  • Schwab US Large-Cap Growth ETF made up 1.66% of Sacks & Associates's portfolio in Q2 2026, its #20 holding.
  • Sacks & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Sacks & Associates's Schwab US Large-Cap Growth ETF position peaked at $3.57M in Q4 2025.
  • 1,652 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.