Sheets Smith Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sheets Smith Wealth 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	$212K	Buy	+6,268	New	+$208K	0.02%	397
2026 Q1	–	Sell	-6,247	Closed	-$204K	–	410
2025 Q4	$204K	Sell	6,247 -99	-2%	-$3.22K	0.02%	385
2025 Q3	$203K	Buy	+6,346	New	+$193K	0.02%	393
2023 Q4	–	Sell	-6,216	Closed	-$113K	–	462
2023 Q3	$113K	Buy	+6,216	New	+$117K	0.02%	339

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

Sheets Smith Wealth Management's SCHG Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,268 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: Sheets Smith Wealth Management previously reported a position in SCHG as recently as Q4 2025.

Sheets Smith Wealth Management first reported a position in SCHG in Q3 2023 and has held it in 4 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Sheets Smith Wealth Management held 6,268 shares of Schwab US Large-Cap Growth ETF worth $212K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Sheets Smith Wealth Management position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #397 holding.
Sheets Smith Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 4 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.