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

SK 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	$38.3M	Sell	1,069,513 -111,312	-9%	-$3.69M	8.63%	3
2026 Q1	$34.9M	Sell	1,180,825 -29,902	-2%	-$930K	9.68%	4
2025 Q4	$39M	Buy	1,210,727 +223,039	+23%	+$7.25M	10.88%	4
2025 Q3	$32.1M	Buy	987,688 +116,508	+13%	+$3.55M	11.97%	1
2025 Q2	$25.6M	Buy	871,180 +106,739	+14%	+$2.82M	11.12%	1
2025 Q1	$17.6M	Buy	764,441 +60,393	+9%	+$1.65M	9.44%	3
2024 Q4	$19.6M	Sell	704,048 -2,106,676	-75%	-$57.6M	9.99%	4
2024 Q3	$20M	Buy	+2,810,724	New	+$70.7M	10.24%	4

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

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

SK Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.4% in Q2 2026, selling an estimated $3.69M and leaving 1,069,513 shares worth $38.3M. The position accounts for 8.63% of the portfolio, ranked #3.

SK Wealth Management first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $39M in Q4 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

SK Wealth Management held 1,069,513 shares of Schwab US Large-Cap Growth ETF worth $38.3M as of Q2 2026.
SK Wealth Management sold 111,312 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.69M.
Schwab US Large-Cap Growth ETF made up 8.63% of SK Wealth Management's portfolio in Q2 2026, its #3 holding.
SK Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $39M in Q4 2025.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.