SIMA Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SIMA Wealth 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	$1.12M	Sell	33,072 -2,683	-8%	-$88.9K	0.79%	19
2026 Q1	$1.04M	Sell	35,755 -2,088	-6%	-$64.9K	0.79%	20
2025 Q4	$1.23M	Sell	37,843 -2,693	-7%	-$87.6K	0.94%	19
2025 Q3	$1.29M	Sell	40,536 -130	-0.3%	-$3.96K	0.99%	19
2025 Q2	$1.19M	Sell	40,666 -2	-0%	-$53	0.96%	19
2025 Q1	$1.02M	Sell	40,668 -1,940	-5%	-$53.1K	0.85%	20
2024 Q4	$1.19M	Sell	42,608 -2,772	-6%	-$75.8K	1.01%	19
2024 Q3	$1.18M	Sell	45,380 -560	-1%	-$14.1K	1.03%	21
2024 Q2	$1.16M	Buy	+45,940	New	+$1.08M	1.1%	20

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

SIMA Wealth Partners's SCHG Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.5% in Q2 2026, selling an estimated $88.9K and leaving 33,072 shares worth $1.12M. The position accounts for 0.79% of the portfolio, ranked #19.

SIMA Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

SIMA Wealth Partners held 33,072 shares of Schwab US Large-Cap Growth ETF worth $1.12M as of Q2 2026.
SIMA Wealth Partners sold 2,683 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $88.9K.
Schwab US Large-Cap Growth ETF made up 0.79% of SIMA Wealth Partners's portfolio in Q2 2026, its #19 holding.
SIMA Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $1.29M in Q3 2025.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.