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Seneca Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Seneca Financial Advisors’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 		$37.4M Buy
1,105,650
+118,820
+12% +$3.94M 9.72% 1
2026
Q1 		$28.7M Buy
986,830
+146,864
+17% +$4.57M 8.42% 2
2025
Q4 		$27.4M Buy
839,966
+24,175
+3% +$786K 8.34% 2
2025
Q3 		$26M Buy
815,791
+18,671
+2% +$569K 8.5% 2
2025
Q2 		$23.3M Buy
797,120
+51,693
+7% +$1.37M 8.97% 2
2025
Q1 		$18.7M Buy
745,427
+31,609
+4% +$866K 9.05% 3
2024
Q4 		$19.9M Sell
713,818
-26,614
-4% -$728K 9.88% 2
2024
Q3 		$19.3M Buy
740,432
+14,576
+2% +$367K 9.38% 2
2024
Q2 		$18.3M Buy
725,856
+20,336
+3% +$480K 9.48% 2
2024
Q1 		$16.4M Sell
705,520
-10,972
-2% -$243K 8.72% 2
2023
Q4 		$14.9M Sell
716,492
-19,776
-3% -$383K 8.62% 2
2023
Q3 		$13.4M Sell
736,268
-9,540
-1% -$180K 9.16% 2
2023
Q2 		$14M Sell
745,808
-95,756
-11% -$1.64M 9.28% 2
2023
Q1 		$13.7M Sell
841,564
-108,360
-11% -$1.64M 8.81% 2
2022
Q4 		$13.2M Sell
949,924
-236,984
-20% -$3.41M 8.35% 2
2022
Q3 		$16.6M Buy
1,186,908
+86,072
+8% +$1.35M 11.85% 2
2022
Q2 		$16M Buy
1,100,836
+135,592
+14% +$2.17M 10.74% 2
2022
Q1 		$18.1M Buy
965,244
+61,692
+7% +$1.13M 10.97% 2
2021
Q4 		$18.5M Buy
903,552
+19,904
+2% +$398K 10.94% 2
2021
Q3 		$16.4M Sell
883,648
-57,304
-6% -$1.09M 10.83% 2
2021
Q2 		$17.2M Buy
940,952
+10,864
+1% +$188K 11.23% 2
2021
Q1 		$15.1M Buy
930,088
+24,656
+3% +$401K 10.62% 3
2020
Q4 		$14.5M Buy
+905,432
New +$13.7M 11.04% 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

Seneca Financial Advisors's SCHG Position: Q2 2026 in Review

Seneca Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, buying an estimated $3.94M and bringing the position to 1,105,650 shares worth $37.4M. The position accounts for 9.72% of the portfolio, ranked #1.

Seneca Financial Advisors first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Seneca Financial Advisors held 1,105,650 shares of Schwab US Large-Cap Growth ETF worth $37.4M as of Q2 2026.
  • Seneca Financial Advisors bought 118,820 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.94M.
  • Schwab US Large-Cap Growth ETF made up 9.72% of Seneca Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Seneca Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.