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

Secure 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	$219K	Sell	6,462 -204,895	-97%	-$6.79M	0.03%	303
2026 Q1	$6.16M	Buy	211,357 +32,344	+18%	+$1.01M	0.97%	20
2025 Q4	$5.84M	Buy	179,013 +50,372	+39%	+$1.64M	0.91%	23
2025 Q3	$4.13M	Buy	128,641 +49,883	+63%	+$1.52M	0.68%	33
2025 Q2	$2.3M	Buy	78,758 +69,363	+738%	+$1.83M	0.42%	63
2025 Q1	$235K	Sell	9,395 -11,668	-55%	-$320K	0.05%	269
2024 Q4	$587K	Buy	21,063 +4,395	+26%	+$120K	0.09%	174
2024 Q3	$434K	Sell	16,668 -908	-5%	-$22.9K	0.07%	200
2024 Q2	$443K	Buy	17,576 +3,260	+23%	+$76.9K	0.08%	177
2024 Q1	$332K	Buy	+14,316	New	+$317K	0.08%	167
2023 Q4	–	Sell	-15,844	Closed	-$288K	–	243
2023 Q3	$288K	Buy	+15,844	New	+$298K	0.09%	167

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

Secure Asset Management's SCHG Position: Q2 2026 in Review

Secure Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 97% in Q2 2026, selling an estimated $6.79M and leaving 6,462 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #303.

Secure Asset Management first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.16M in Q1 2026. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Secure Asset Management held 6,462 shares of Schwab US Large-Cap Growth ETF worth $219K as of Q2 2026.
Secure Asset Management sold 204,895 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.79M.
Schwab US Large-Cap Growth ETF made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #303 holding.
Secure Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Secure Asset Management's Schwab US Large-Cap Growth ETF position peaked at $6.16M in Q1 2026.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.