Signature Estate & Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Signature Estate & Investment 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	$3.74M	Buy	110,440 +14,232	+15%	+$472K	0.07%	126
2026 Q1	$2.8M	Buy	96,208 +4,401	+5%	+$137K	0.06%	141
2025 Q4	$2.99M	Buy	91,807 +12,820	+16%	+$417K	0.06%	138
2025 Q3	$2.52M	Buy	78,987 +18,059	+30%	+$550K	0.05%	149
2025 Q2	$1.78M	Buy	60,928 +14,987	+33%	+$396K	0.04%	165
2025 Q1	$1.15M	Buy	45,941 +4,962	+12%	+$136K	0.03%	191
2024 Q4	$1.14M	Buy	40,979 +4,547	+12%	+$124K	0.03%	195
2024 Q3	$949K	Buy	36,432 +4,728	+15%	+$119K	0.02%	212
2024 Q2	$799K	Buy	+31,704	New	+$748K	0.02%	226
2023 Q1	–	Sell	-19,196	Closed	-$267K	–	188
2022 Q4	$267K	Buy	+19,196	New	+$276K	0.01%	158
2017 Q2	–	Sell	-16,824	Closed	-$127K	–	176
2017 Q1	$127K	Buy	+16,824	New	+$124K	0.02%	167

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors's SCHG Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q2 2026, buying an estimated $472K and bringing the position to 110,440 shares worth $3.74M. The position accounts for 0.07% of the portfolio, ranked #126.

Signature Estate & Investment Advisors first reported a position in SCHG in Q1 2017 and has held it in 11 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Signature Estate & Investment Advisors held 110,440 shares of Schwab US Large-Cap Growth ETF worth $3.74M as of Q2 2026.
Signature Estate & Investment Advisors bought 14,232 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $472K.
Schwab US Large-Cap Growth ETF made up 0.07% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #126 holding.
Signature Estate & Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 11 quarters since.
1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.