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

Simplicity Wealth’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	$16.9M	Buy	498,343 +106,718	+27%	+$3.54M	0.57%	36
2026 Q1	$11.4M	Buy	391,625 +48,999	+14%	+$1.52M	0.65%	29
2025 Q4	$11.2M	Buy	342,626 +41,469	+14%	+$1.35M	0.67%	27
2025 Q3	$9.61M	Sell	301,157 -164,713	-35%	-$5.02M	0.56%	33
2025 Q2	$13.6M	Buy	465,870 +426,507	+1,084%	+$11.3M	0.57%	34
2025 Q1	$986K	Buy	39,363 +30,482	+343%	+$835K	0.08%	260
2024 Q4	$248K	Buy	8,881 +309	+4%	+$8.45K	0.05%	267
2024 Q3	$223K	Sell	8,572 -1,163,256	-99%	-$29.3M	0.02%	455
2024 Q2	$29.5M	Sell	1,171,828 -2,600	-0.2%	-$61.3K	0.67%	26
2024 Q1	$27.2M	Buy	+1,174,428	New	+$26M	0.65%	24

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

Simplicity Wealth's SCHG Position: Q2 2026 in Review

Simplicity Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 27% in Q2 2026, buying an estimated $3.54M and bringing the position to 498,343 shares worth $16.9M. The position accounts for 0.57% of the portfolio, ranked #36.

Simplicity Wealth first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.5M in Q2 2024. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Simplicity Wealth held 498,343 shares of Schwab US Large-Cap Growth ETF worth $16.9M as of Q2 2026.
Simplicity Wealth bought 106,718 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.54M.
Schwab US Large-Cap Growth ETF made up 0.57% of Simplicity Wealth's portfolio in Q2 2026, its #36 holding.
Simplicity Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Schwab US Large-Cap Growth ETF position peaked at $29.5M in Q2 2024.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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