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Saxon Interests’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Saxon Interests’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 		$304K Hold
8,984
– – 0.08% 194
2026
Q1 		$262K Hold
8,984
– – 0.09% 196
2025
Q4 		$293K Hold
8,984
– – 0.1% 170
2025
Q3 		$274K Hold
8,984
– – 0.11% 170
2025
Q2 		$225K Hold
8,984
– – 0.11% 163
2025
Q1 		$225K Hold
8,984
– – 0.11% 163
2024
Q4 		$250K Hold
8,984
– – 0.11% 157
2024
Q3 		$234K Sell
8,984
-6,492
-42% -$163K 0.11% 154
2024
Q2 		$390K Buy
15,476
+6,492
+72% +$153K 0.19% 119
2024
Q1 		$208K Buy
+8,984
New +$199K 0.1% 168

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

Saxon Interests's SCHG Position: Q2 2026 in Review

Saxon Interests held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 8,984 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #194.

Saxon Interests first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $390K in Q2 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Saxon Interests held 8,984 shares of Schwab US Large-Cap Growth ETF worth $304K as of Q2 2026.
  • Saxon Interests left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Saxon Interests's portfolio in Q2 2026, its #194 holding.
  • Saxon Interests first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Saxon Interests's Schwab US Large-Cap Growth ETF position peaked at $390K in Q2 2024.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.