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

Sequoia 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 		$33.5M Sell
991,224
-16,649
-2% -$552K 0.17% 98
2026
Q1 		$29.4M Sell
1,007,873
-67,262
-6% -$2.09M 0.16% 101
2025
Q4 		$35.1M Sell
1,075,135
-3,008
-0.3% -$97.8K 0.2% 88
2025
Q3 		$34.4M Buy
1,078,143
+39,210
+4% +$1.2M 0.21% 91
2025
Q2 		$30.3M Sell
1,038,933
-110,066
-10% -$2.91M 0.21% 94
2025
Q1 		$28.8M Buy
1,148,999
+655,342
+133% +$17.9M 0.22% 92
2024
Q4 		$13.8M Sell
493,657
-14,091
-3% -$385K 0.13% 145
2024
Q3 		$13.2M Sell
507,748
-18,152
-3% -$457K 0.14% 131
2024
Q2 		$13.3M Sell
525,900
-42,896
-8% -$1.01M 0.16% 118
2024
Q1 		$13.2M Buy
568,796
+1,936
+0.3% +$42.8K 0.16% 117
2023
Q4 		$11.8M Buy
566,860
+18,624
+3% +$360K 0.15% 131
2023
Q3 		$9.97M Sell
548,236
-15,840
-3% -$298K 0.17% 102
2023
Q2 		$10.6M Sell
564,076
-135,008
-19% -$2.31M 0.18% 98
2023
Q1 		$11.4M Buy
699,084
+10,800
+2% +$164K 0.25% 76
2022
Q4 		$9.56M Buy
688,284
+153,144
+29% +$2.2M 0.24% 87
2022
Q3 		$7.47M Sell
535,140
-113,012
-17% -$1.77M 0.24% 85
2022
Q2 		$9.4M Sell
648,152
-114,044
-15% -$1.82M 0.27% 73
2022
Q1 		$14.3M Buy
762,196
+45,196
+6% +$824K 0.36% 50
2021
Q4 		$14.7M Buy
717,000
+451,080
+170% +$9.02M 0.4% 42
2021
Q3 		$4.92M Sell
265,920
-409,696
-61% -$7.8M 0.5% 35
2021
Q2 		$12.3M Buy
675,616
+61,792
+10% +$1.07M 0.45% 41
2021
Q1 		$9.96M Buy
613,824
+40,360
+7% +$657K 0.42% 38
2020
Q4 		$9.21M Buy
573,464
+1,864
+0.3% +$28.3K 0.42% 35
2020
Q3 		$8.23M Buy
571,600
+9,392
+2% +$131K 0.43% 36
2020
Q2 		$7.14M Sell
562,208
-1,344
-0.2% -$15.7K 0.42% 40
2020
Q1 		$5.61M Buy
563,552
+117,440
+26% +$1.34M 0.41% 35
2019
Q4 		$5.18M Buy
446,112
+19,632
+5% +$216K 0.33% 46
2019
Q3 		$4.48M Buy
426,480
+267,168
+168% +$2.82M 0.32% 47
2019
Q2 		$1.66M Sell
159,312
-2,808
-2% -$28.5K 0.12% 96
2019
Q1 		$1.61M Sell
162,120
-269,080
-62% -$2.54M 0.13% 93
2018
Q4 		$3.71M Buy
431,200
+43,248
+11% +$403K 0.43% 48
2018
Q3 		$3.98M Buy
387,952
+196,632
+103% +$1.96M 0.4% 48
2018
Q2 		$1.81M Sell
191,320
-188,832
-50% -$1.76M 0.19% 79
2018
Q1 		$3.41M Sell
380,152
-24,864
-6% -$229K 0.36% 55
2017
Q4 		$3.58M Sell
405,016
-2,560
-0.6% -$22K 0.38% 54
2017
Q3 		$3.37M Buy
407,576
+29,984
+8% +$243K 0.4% 55
2017
Q2 		$2.98M Buy
377,592
+28,736
+8% +$224K 0.37% 59
2017
Q1 		$2.64M Buy
348,856
+311,128
+825% +$2.3M 0.34% 60
2016
Q4 		$263K Buy
37,728
+144
+0.4% +$996 0.04% 220
2016
Q3 		$261K Buy
37,584
+5,944
+19% +$40.8K 0.05% 189
2016
Q2 		$208K Sell
31,640
-1,064
-3% -$6.99K 0.06% 223
2016
Q1 		$214K Sell
32,704
-4,872
-13% -$30.2K 0.07% 174
2015
Q4 		$248K Sell
37,576
-10,776
-22% -$71.9K 0.1% 146
2015
Q3 		$302K Sell
48,352
-19,520
-29% -$130K 0.13% 118
2015
Q2 		$455K Sell
67,872
-97,960
-59% -$668K 0.19% 99
2015
Q1 		$1.12M Sell
165,832
-405,176
-71% -$2.69M 0.51% 46
2014
Q4 		$3.7M Sell
571,008
-2,856
-0.5% -$18K 2.53% 6
2014
Q3 		$3.53M Sell
573,864
-156,912
-21% -$965K 2.45% 8
2014
Q2 		$4.43M Sell
730,776
-197,592
-21% -$1.16M 3.37% 4
2014
Q1 		$5.34M Sell
928,368
-68,832
-7% -$391K 4.45% 2
2013
Q4 		$5.64M Buy
+997,200
New +$5.39M 4.67% 3

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

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

Sequoia Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q2 2026, selling an estimated $552K and leaving 991,224 shares worth $33.5M. The position accounts for 0.17% of the portfolio, ranked #98.

Sequoia Financial Advisors first reported a position in SCHG in Q4 2013 and has held it in 51 quarters since. The position peaked at $35.1M in Q4 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sequoia Financial Advisors held 991,224 shares of Schwab US Large-Cap Growth ETF worth $33.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 16,649 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $552K.
  • Schwab US Large-Cap Growth ETF made up 0.17% of Sequoia Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Sequoia Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $35.1M in Q4 2025.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.