Simplex Trading
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Simplex Trading’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Simplex Trading’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 		– Sell
-1,701
Closed -$49.5K – 10177
2026
Q1 		$49.5K Buy
+1,701
New +$52.9K ﹤0.01% 5893
2024
Q4 		– Sell
-13,480
Closed -$351K – 9494
2024
Q3 		$351K Buy
+13,480
New +$339K ﹤0.01% 3970
2024
Q2 		– Sell
-1,876
Closed -$43K – 9679
2024
Q1 		$43K Buy
+1,876
New +$41.5K ﹤0.01% 6401
2023
Q4 		– Sell
-288
Closed -$5K – 9704
2023
Q3 		$5K Buy
+288
New +$5.42K ﹤0.01% 7684
2023
Q1 		– Sell
-3,432
Closed -$47K – 10000
2022
Q4 		$47K Sell
3,432
-2,916
-46% -$41.9K ﹤0.01% 5969
2022
Q3 		$88K Buy
6,348
+1,092
+21% +$17.1K ﹤0.01% 5700
2022
Q2 		$76K Buy
5,256
+5,224
+16,325% +$83.5K ﹤0.01% 5950
2022
Q1 		$0 Sell
32
-2,000
-98% -$36.5K ﹤0.01% 11271
2021
Q4 		$41K Sell
2,032
-13,504
-87% -$270K ﹤0.01% 7503
2021
Q3 		$284K Hold
15,536
– – ﹤0.01% 4998
2021
Q2 		$283K Buy
+15,536
New +$269K ﹤0.01% 5082
2021
Q1 		– Sell
-6,128
Closed -$98K – 9874
2020
Q4 		$98K Buy
6,128
+4,248
+226% +$64.4K ﹤0.01% 5465
2020
Q3 		$27K Buy
1,880
+280
+18% +$3.9K ﹤0.01% 6163
2020
Q2 		$20K Buy
1,600
+800
+100% +$9.33K ﹤0.01% 6223
2020
Q1 		$7K Buy
+800
New +$9.13K ﹤0.01% 6691
2018
Q2 		– Sell
-12,944
Closed -$116K – 7833
2018
Q1 		$116K Buy
+12,944
New +$119K 0.01% 1689
2016
Q2 		– Sell
-520
Closed -$3K – 6380
2016
Q1 		$3K Buy
+520
New +$3.22K ﹤0.01% 4517
2015
Q1 		– Sell
-440
Closed -$3K – 5512
2014
Q4 		$3K Buy
+440
New +$2.77K ﹤0.01% 3513

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

Simplex Trading's SCHG Position: Q2 2026 in Review

Simplex Trading sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 1,701 shares — an estimated $49.5K sold.

Simplex Trading first reported a position in SCHG in Q4 2014 and held it in 18 quarters. The position peaked at $351K in Q3 2024. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Simplex Trading reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 1,701 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $49.5K.
  • Simplex Trading first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and held it in 18 quarters.
  • Simplex Trading's Schwab US Large-Cap Growth ETF position peaked at $351K in Q3 2024.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.