Sagespring Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sagespring Wealth Partners’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	$5.46M	Buy	161,452 +135,224	+516%	+$4.48M	0.08%	122
2026 Q1	$764K	Buy	26,228 +2,592	+11%	+$80.6K	0.01%	393
2025 Q4	$771K	Buy	23,636 +211	+0.9%	+$6.86K	0.01%	361
2025 Q3	$747K	Sell	23,425 -24	-0.1%	-$731	0.01%	360
2025 Q2	$685K	Sell	23,449 -872	-4%	-$23.1K	0.01%	362
2025 Q1	$609K	Sell	24,321 -14,592	-37%	-$400K	0.02%	344
2024 Q4	$1.08M	Buy	+38,913	New	+$1.06M	0.03%	205

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

Sagespring Wealth Partners's SCHG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 516% in Q2 2026, buying an estimated $4.48M and bringing the position to 161,452 shares worth $5.46M. The position accounts for 0.08% of the portfolio, ranked #122.

Sagespring Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Sagespring Wealth Partners held 161,452 shares of Schwab US Large-Cap Growth ETF worth $5.46M as of Q2 2026.
Sagespring Wealth Partners bought 135,224 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.48M.
Schwab US Large-Cap Growth ETF made up 0.08% of Sagespring Wealth Partners's portfolio in Q2 2026, its #122 holding.
Sagespring Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.