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Sage Investment Counsel’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sage Investment Counsel’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 		$323K Sell
9,555
-374
-4% -$12.4K 0.32% 78
2026
Q1 		$289K Buy
9,929
+377
+4% +$11.7K 0.32% 87
2025
Q4 		$312K Buy
9,552
+959
+11% +$31.2K 0.34% 82
2025
Q3 		$274K Buy
8,593
+1,128
+15% +$34.4K 0.3% 91
2025
Q2 		$218K Buy
+7,465
New +$197K 0.25% 96

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
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
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Sage Investment Counsel's SCHG Position: Q2 2026 in Review

Sage Investment Counsel reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.8% in Q2 2026, selling an estimated $12.4K and leaving 9,555 shares worth $323K. The position accounts for 0.32% of the portfolio, ranked #78.

Sage Investment Counsel first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 978 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sage Investment Counsel held 9,555 shares of Schwab US Large-Cap Growth ETF worth $323K as of Q2 2026.
  • Sage Investment Counsel sold 374 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $12.4K.
  • Schwab US Large-Cap Growth ETF made up 0.32% of Sage Investment Counsel's portfolio in Q2 2026, its #78 holding.
  • Sage Investment Counsel first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 978 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.