SF
SCHG icon

Seek First’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Seek First’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 		$24.6M Sell
728,152
-3,941
-0.5% -$131K 15.56% 1
2026
Q1 		$21.3M Buy
732,093
+28,140
+4% +$875K 15.03% 2
2025
Q4 		$23M Buy
703,953
+4,941
+0.7% +$161K 15.83% 2
2025
Q3 		$22.3M Sell
699,012
-1,722
-0.2% -$52.5K 16.04% 2
2025
Q2 		$20.5M Buy
700,734
+34,006
+5% +$899K 16.58% 2
2025
Q1 		$16.7M Buy
+666,728
New +$18.3M 14.83% 2

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

Seek First's SCHG Position: Q2 2026 in Review

Seek First reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.54% in Q2 2026, selling an estimated $131K and leaving 728,152 shares worth $24.6M. The position accounts for 15.56% of the portfolio, ranked #1.

Seek First first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Seek First held 728,152 shares of Schwab US Large-Cap Growth ETF worth $24.6M as of Q2 2026.
  • Seek First sold 3,941 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $131K.
  • Schwab US Large-Cap Growth ETF made up 15.56% of Seek First's portfolio in Q2 2026, its #1 holding.
  • Seek First first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.