Signature Equity Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Signature Equity Partners’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	$870K	Sell	25,715 -2,536	-9%	-$84K	0.4%	60
2026 Q1	$823K	Buy	28,251 +4,232	+18%	+$132K	0.44%	57
2025 Q4	$784K	Buy	+24,019	New	+$781K	0.43%	48

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Signature Equity Partners's SCHG Position: Q2 2026 in Review

Signature Equity Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9% in Q2 2026, selling an estimated $84K and leaving 25,715 shares worth $870K. The position accounts for 0.4% of the portfolio, ranked #60.

Signature Equity Partners first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Signature Equity Partners held 25,715 shares of Schwab US Large-Cap Growth ETF worth $870K as of Q2 2026.
Signature Equity Partners sold 2,536 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $84K.
Schwab US Large-Cap Growth ETF made up 0.4% of Signature Equity Partners's portfolio in Q2 2026, its #60 holding.
Signature Equity Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.