Savant Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Savant Capital’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	$52.6M	Buy	1,638,568 +946,420	+137%	+$31.4M	0.15%	95
2026 Q1	$20.2M	Sell	692,148 -6,505	-0.9%	-$202K	0.1%	120
2025 Q4	$22.8M	Sell	698,653 -18,410	-3%	-$599K	0.13%	109
2025 Q3	$22.9M	Sell	717,063 -7,584	-1%	-$231K	0.14%	104
2025 Q2	$21.2M	Sell	724,647 -12,406	-2%	-$328K	0.15%	93
2025 Q1	$18.5M	Sell	737,053 -6,971	-0.9%	-$191K	0.16%	89
2024 Q4	$20.7M	Sell	744,024 -20,472	-3%	-$560K	0.16%	93
2024 Q3	$19.9M	Sell	764,496 -24,880	-3%	-$626K	0.17%	96
2024 Q2	$19.9M	Sell	789,376 -13,376	-2%	-$316K	0.2%	85
2024 Q1	$18.6M	Sell	802,752 -5,208	-0.6%	-$115K	0.21%	79
2023 Q4	$16.8M	Sell	807,960 -55,268	-6%	-$1.07M	0.22%	87
2023 Q3	$15.7M	Buy	863,228 +318,464	+58%	+$5.99M	0.23%	82
2023 Q2	$10.2M	Buy	544,764 +12,716	+2%	+$218K	0.16%	109
2023 Q1	$8.67M	Sell	532,048 -23,704	-4%	-$360K	0.16%	97
2022 Q4	$7.67M	Sell	555,752 -98,008	-15%	-$1.41M	0.19%	69
2022 Q3	$9.12M	Sell	653,760 -86,792	-12%	-$1.36M	0.28%	55
2022 Q2	$10.7M	Sell	740,552 -277,272	-27%	-$4.43M	0.33%	48
2022 Q1	$19M	Sell	1,017,824 -246,816	-20%	-$4.5M	0.62%	36
2021 Q4	$25.9M	Buy	1,264,640 +137,408	+12%	+$2.75M	0.84%	28
2021 Q3	$20.9M	Buy	1,127,232 +1,029,680	+1,056%	+$19.6M	0.76%	31
2021 Q2	$1.78M	Buy	97,552 +1,600	+2%	+$27.7K	0.07%	148
2021 Q1	$1.56M	Sell	95,952 -17,856	-16%	-$291K	0.08%	145
2020 Q4	$1.83M	Sell	113,808 -96	-0.1%	-$1.46K	0.11%	125
2020 Q3	$1.64M	Sell	113,904 -1,312	-1%	-$18.3K	0.11%	126
2020 Q2	$1.46M	Buy	115,216 +10,536	+10%	+$123K	0.11%	132
2020 Q1	$1.04M	Buy	104,680 +3,480	+3%	+$39.7K	0.1%	147
2019 Q4	$1.18M	Buy	101,200 +8	+0%	+$88	0.14%	121
2019 Q3	$1.06M	Buy	101,192 +8	+0%	+$84	0.15%	115
2019 Q2	$1.05M	Hold	101,184	–	–	0.15%	119
2019 Q1	$1M	Buy	101,184 +8	+0%	+$76	0.19%	103
2018 Q4	$872K	Buy	101,176 +16	+0%	+$149	0.18%	103
2018 Q3	$1.04M	Buy	101,160 +8	+0%	+$80	0.19%	100
2018 Q2	$958K	Hold	101,152	–	–	0.2%	88
2018 Q1	$907K	Sell	101,152 -1,016	-1%	-$9.37K	0.19%	90
2017 Q4	$903K	Sell	102,168 -1,256	-1%	-$10.8K	0.19%	91
2017 Q3	$854K	Buy	103,424 +4,720	+5%	+$38.3K	0.19%	83
2017 Q2	$780K	Hold	98,704	–	–	0.18%	88
2017 Q1	$746K	Buy	+98,704	New	+$730K	0.18%	89

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

Savant Capital's SCHG Position: Q2 2026 in Review

Savant Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 137% in Q2 2026, buying an estimated $31.4M and bringing the position to 1,638,568 shares worth $52.6M. The position accounts for 0.15% of the portfolio, ranked #95.

Savant Capital first reported a position in SCHG in Q1 2017 and has held it in 38 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Savant Capital held 1,638,568 shares of Schwab US Large-Cap Growth ETF worth $52.6M as of Q2 2026.
Savant Capital bought 946,420 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $31.4M.
Schwab US Large-Cap Growth ETF made up 0.15% of Savant Capital's portfolio in Q2 2026, its #95 holding.
Savant Capital first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 38 quarters since.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.