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

Silverlake 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 		$6.35M Sell
187,661
-2,967
-2% -$98.3K 1.2% 10
2026
Q1 		$5.55M Sell
190,628
-15,671
-8% -$487K 1.16% 11
2025
Q4 		$6.73M Buy
206,299
+11,792
+6% +$384K 1.5% 8
2025
Q3 		$6.21M Buy
194,507
+12,507
+7% +$381K 1.51% 6
2025
Q2 		$5.32M Buy
182,000
+18,188
+11% +$481K 1.55% 7
2025
Q1 		$4.1M Buy
163,812
+4,321
+3% +$118K 1.55% 7
2024
Q4 		$4.45M Sell
159,491
-8,101
-5% -$222K 1.7% 6
2024
Q3 		$4.36M Sell
167,592
-1,556
-0.9% -$39.2K 1.65% 6
2024
Q2 		$4.26M Buy
169,148
+13,240
+8% +$312K 1.75% 5
2024
Q1 		$3.61M Buy
155,908
+10,120
+7% +$224K 1.84% 6
2023
Q4 		$3.02M Buy
145,788
+10,216
+8% +$198K 1.67% 8
2023
Q3 		$2.46M Sell
135,572
-2,584
-2% -$48.6K 1.38% 9
2023
Q2 		$2.59M Buy
138,156
+13,392
+11% +$230K 1.44% 10
2023
Q1 		$2.03M Sell
124,764
-25,344
-17% -$385K 1.23% 16
2022
Q4 		$2.09M Buy
150,108
+1,360
+0.9% +$19.6K 1.3% 15
2022
Q3 		$2.08M Buy
148,748
+7,656
+5% +$120K 1.41% 12
2022
Q2 		$2.05M Buy
141,092
+18,080
+15% +$289K 1.33% 14
2022
Q1 		$2.3M Buy
123,012
+70,844
+136% +$1.29M 1.31% 12
2021
Q4 		$1.07M Buy
+52,168
New +$1.04M 0.57% 50

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 22.9% 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
Vantagepoint Investment Advisers
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

Silverlake Wealth Management's SCHG Position: Q2 2026 in Review

Silverlake Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, selling an estimated $98.3K and leaving 187,661 shares worth $6.35M. The position accounts for 1.2% of the portfolio, ranked #10.

Silverlake Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.73M in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Silverlake Wealth Management held 187,661 shares of Schwab US Large-Cap Growth ETF worth $6.35M as of Q2 2026.
  • Silverlake Wealth Management sold 2,967 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $98.3K.
  • Schwab US Large-Cap Growth ETF made up 1.2% of Silverlake Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Silverlake Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $6.73M in Q4 2025.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.