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Sawyer Falduto Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sawyer Falduto Asset Management’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 		$136K Hold
4,025
– – 0.11% 52
2026
Q1 		$117K Sell
4,025
-489
-11% -$15.2K 0.11% 50
2025
Q4 		$147K Buy
+4,514
New +$147K 0.13% 43

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Financial Engines Advisors
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LPL Financial
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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

Sawyer Falduto Asset Management's SCHG Position: Q2 2026 in Review

Sawyer Falduto Asset Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 4,025 shares worth $136K. The position accounts for 0.11% of the portfolio, ranked #52.

Sawyer Falduto Asset Management first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $147K in Q4 2025. 1,662 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sawyer Falduto Asset Management held 4,025 shares of Schwab US Large-Cap Growth ETF worth $136K as of Q2 2026.
  • Sawyer Falduto Asset Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Sawyer Falduto Asset Management's portfolio in Q2 2026, its #52 holding.
  • Sawyer Falduto Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Sawyer Falduto Asset Management's Schwab US Large-Cap Growth ETF position peaked at $147K in Q4 2025.
  • 1,662 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sawyer Falduto Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.