Sanctuary Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sanctuary Advisors’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	$23.2M	Sell	686,962 -26,049	-4%	-$863K	0.11%	202
2026 Q1	$20.8M	Sell	713,011 -100,172	-12%	-$3.11M	0.11%	195
2025 Q4	$26.5M	Buy	813,183 +138,193	+20%	+$4.49M	0.14%	144
2025 Q3	$21.5M	Sell	674,990 -96,183	-12%	-$2.93M	0.12%	185
2025 Q2	$22.5M	Buy	771,173 +65,391	+9%	+$1.73M	0.14%	154
2025 Q1	$17.7M	Buy	705,782 +64,001	+10%	+$1.75M	0.12%	186
2024 Q4	$18.3M	Sell	641,781 -1,925,535	-75%	-$52.7M	0.12%	187
2024 Q3	$17.6M	Buy	2,567,316 +1,988,748	+344%	+$50M	0.11%	200
2024 Q2	$13.1M	Buy	+578,568	New	+$13.6M	0.1%	228

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

Sanctuary Advisors's SCHG Position: Q2 2026 in Review

Sanctuary Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.7% in Q2 2026, selling an estimated $863K and leaving 686,962 shares worth $23.2M. The position accounts for 0.11% of the portfolio, ranked #202.

Sanctuary Advisors first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.5M in Q4 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Sanctuary Advisors held 686,962 shares of Schwab US Large-Cap Growth ETF worth $23.2M as of Q2 2026.
Sanctuary Advisors sold 26,049 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $863K.
Schwab US Large-Cap Growth ETF made up 0.11% of Sanctuary Advisors's portfolio in Q2 2026, its #202 holding.
Sanctuary Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Schwab US Large-Cap Growth ETF position peaked at $26.5M in Q4 2025.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.