Safeguard Investment Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Safeguard Investment Advisory Group’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	$689K	Buy	20,366 +1,286	+7%	+$42.6K	0.16%	68
2026 Q1	$556K	Sell	19,080 -17,903	-48%	-$557K	0.15%	66
2025 Q4	$1.21M	Sell	36,983 -2,841	-7%	-$92.4K	0.31%	34
2025 Q3	$1.27M	Buy	39,824 +17,234	+76%	+$525K	0.32%	34
2025 Q2	$660K	Buy	+22,590	New	+$597K	0.16%	65

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

Safeguard Investment Advisory Group's SCHG Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.7% in Q2 2026, buying an estimated $42.6K and bringing the position to 20,366 shares worth $689K. The position accounts for 0.16% of the portfolio, ranked #68.

Safeguard Investment Advisory Group first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q3 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Safeguard Investment Advisory Group held 20,366 shares of Schwab US Large-Cap Growth ETF worth $689K as of Q2 2026.
Safeguard Investment Advisory Group bought 1,286 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $42.6K.
Schwab US Large-Cap Growth ETF made up 0.16% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #68 holding.
Safeguard Investment Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Safeguard Investment Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $1.27M in Q3 2025.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.