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

SkyOak 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 		$26.6M Buy
786,395
+25,858
+3% +$857K 4.35% 3
2026
Q1 		$22.2M Buy
760,537
+31,081
+4% +$966K 4.06% 3
2025
Q4 		$23.8M Buy
729,456
+9,159
+1% +$298K 4.28% 3
2025
Q3 		$23M Sell
720,297
-34,324
-5% -$1.05M 4.34% 3
2025
Q2 		$22M Buy
754,621
+63,446
+9% +$1.68M 4.43% 3
2025
Q1 		$17.3M Sell
691,175
-7,920
-1% -$217K 3.79% 5
2024
Q4 		$19.5M Sell
699,095
-20,865
-3% -$571K 4.17% 4
2024
Q3 		$18.8M Buy
719,960
+11,396
+2% +$287K 4.15% 5
2024
Q2 		$17.9M Buy
708,564
+12,636
+2% +$298K 4.17% 5
2024
Q1 		$16.1M Sell
695,928
-16,324
-2% -$361K 3.86% 6
2023
Q4 		$14.8M Buy
712,252
+50,312
+8% +$973K 3.84% 5
2023
Q3 		$12M Buy
661,940
+36,308
+6% +$683K 3.52% 6
2023
Q2 		$11.7M Buy
625,632
+72,716
+13% +$1.25M 3.31% 6
2023
Q1 		$9.01M Buy
552,916
+91,860
+20% +$1.39M 2.75% 7
2022
Q4 		$6.4M Buy
461,056
+10,084
+2% +$145K 2.15% 8
2022
Q3 		$6.29M Buy
450,972
+149,424
+50% +$2.34M 2.25% 9
2022
Q2 		$4.37M Sell
301,548
-2,468
-0.8% -$39.5K 1.49% 13
2022
Q1 		$5.69M Buy
304,016
+55,688
+22% +$1.02M 1.58% 13
2021
Q4 		$5.08M Buy
248,328
+25,872
+12% +$517K 1.29% 20
2021
Q3 		$4.12M Buy
222,456
+3,088
+1% +$58.8K 1.11% 24
2021
Q2 		$4M Buy
219,368
+34,984
+19% +$605K 1.07% 25
2021
Q1 		$3.24M Buy
184,384
+26,152
+17% +$426K 0.9% 30
2020
Q4 		$2.54M Buy
158,232
+19,144
+14% +$290K 0.79% 38
2020
Q3 		$2M Buy
139,088
+44,344
+47% +$618K 0.72% 43
2020
Q2 		$1.2M Buy
+94,744
New +$1.1M 0.44% 57
2020
Q1 		– Sell
-51,192
Closed -$595K – 279
2019
Q4 		$595K Buy
+51,192
New +$564K 0.18% 131

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

SkyOak Wealth's SCHG Position: Q2 2026 in Review

SkyOak Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q2 2026, buying an estimated $857K and bringing the position to 786,395 shares worth $26.6M. The position accounts for 4.35% of the portfolio, ranked #3.

SkyOak Wealth first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • SkyOak Wealth held 786,395 shares of Schwab US Large-Cap Growth ETF worth $26.6M as of Q2 2026.
  • SkyOak Wealth bought 25,858 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $857K.
  • Schwab US Large-Cap Growth ETF made up 4.35% of SkyOak Wealth's portfolio in Q2 2026, its #3 holding.
  • SkyOak Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.