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

SageView 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 		$1.73M Sell
51,242
-461
-0.9% -$15.3K 0.06% 172
2026
Q1 		$1.51M Buy
51,703
+207
+0.4% +$6.43K 0.06% 179
2025
Q4 		$1.68M Buy
51,496
+2,012
+4% +$65.4K 0.06% 182
2025
Q3 		$1.58M Sell
49,484
-1,097
-2% -$33.4K 0.05% 196
2025
Q2 		$1.53M Buy
50,581
+786
+2% +$20.8K 0.06% 183
2025
Q1 		$1.25M Buy
49,795
+279
+0.6% +$7.64K 0.05% 198
2024
Q4 		$1.38M Buy
49,516
+668
+1% +$18.3K 0.06% 180
2024
Q3 		$1.27M Sell
48,848
-212
-0.4% -$5.33K 0.06% 162
2024
Q2 		$1.24M Buy
49,060
+5,216
+12% +$123K 0.06% 189
2024
Q1 		$304K Sell
43,844
-9,600
-18% -$212K 0.02% 410
2023
Q4 		$1.16M Sell
53,444
-58,304
-52% -$1.13M 0.05% 231
2023
Q3 		$2.03M Sell
111,748
-6,752
-6% -$127K 0.12% 109
2023
Q2 		$2.22M Buy
118,500
+67,528
+132% +$1.16M 0.12% 110
2023
Q1 		$830K Sell
50,972
-2,348
-4% -$35.6K 0.05% 235
2022
Q4 		$741K Buy
+53,320
New +$767K 0.06% 193

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

SageView Advisory Group's SCHG Position: Q2 2026 in Review

SageView Advisory Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.89% in Q2 2026, selling an estimated $15.3K and leaving 51,242 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #172.

SageView Advisory Group first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.22M in Q2 2023. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • SageView Advisory Group held 51,242 shares of Schwab US Large-Cap Growth ETF worth $1.73M as of Q2 2026.
  • SageView Advisory Group sold 461 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.3K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of SageView Advisory Group's portfolio in Q2 2026, its #172 holding.
  • SageView Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $2.22M in Q2 2023.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.