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Sightline Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sightline Wealth 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 		$4.98M Buy
147,121
+24,774
+20% +$821K 1.82% 16
2026
Q1 		$3.56M Buy
122,347
+11,730
+11% +$365K 1.51% 19
2025
Q4 		$3.61M Buy
110,617
+13,379
+14% +$435K 1.54% 19
2025
Q3 		$3.1M Buy
97,238
+10,501
+12% +$320K 1.4% 21
2025
Q2 		$2.53M Buy
86,737
+2,639
+3% +$69.8K 1.22% 21
2025
Q1 		$2.11M Buy
84,098
+26,742
+47% +$732K 1.11% 22
2024
Q4 		$1.6M Buy
57,356
+6,024
+12% +$165K 0.86% 25
2024
Q3 		$1.34M Buy
51,332
+7,724
+18% +$194K 0.74% 29
2024
Q2 		$1.1M Buy
+43,608
New +$1.03M 0.68% 29

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

Sightline Wealth Advisors's SCHG Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q2 2026, buying an estimated $821K and bringing the position to 147,121 shares worth $4.98M. The position accounts for 1.82% of the portfolio, ranked #16.

Sightline Wealth Advisors first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sightline Wealth Advisors held 147,121 shares of Schwab US Large-Cap Growth ETF worth $4.98M as of Q2 2026.
  • Sightline Wealth Advisors bought 24,774 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $821K.
  • Schwab US Large-Cap Growth ETF made up 1.82% of Sightline Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Sightline Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.