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

SMART 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	$581K	Sell	17,176 -1,748	-9%	-$57.9K	0.13%	145
2026 Q1	$551K	Sell	18,924 -113	-0.6%	-$3.51K	0.16%	126
2025 Q4	$621K	Buy	19,037 +3,498	+23%	+$114K	0.19%	102
2025 Q3	$496K	Buy	15,539 +1,208	+8%	+$36.8K	0.19%	91
2025 Q2	$419K	Buy	14,331 +201	+1%	+$5.31K	0.13%	116
2025 Q1	$354K	Sell	14,130 -1,931	-12%	-$52.9K	0.13%	116
2024 Q4	$448K	Sell	16,061 -4,231	-21%	-$116K	0.16%	109
2024 Q3	$529K	Buy	20,292 +1,108	+6%	+$27.9K	0.21%	92
2024 Q2	$484K	Buy	19,184 +84	+0.4%	+$1.98K	0.2%	81
2024 Q1	$443K	Sell	19,100 -220	-1%	-$4.87K	0.2%	72
2023 Q4	$401K	Buy	+19,320	New	+$374K	0.22%	52
2023 Q1	–	Sell	-19,928	Closed	-$277K	–	79
2022 Q4	$277K	Buy	+19,928	New	+$287K	0.21%	68

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

SMART Wealth's SCHG Position: Q2 2026 in Review

SMART Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.2% in Q2 2026, selling an estimated $57.9K and leaving 17,176 shares worth $581K. The position accounts for 0.13% of the portfolio, ranked #145.

SMART Wealth first reported a position in SCHG in Q4 2022 and has held it in 12 quarters since. The position peaked at $621K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

SMART Wealth held 17,176 shares of Schwab US Large-Cap Growth ETF worth $581K as of Q2 2026.
SMART Wealth sold 1,748 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $57.9K.
Schwab US Large-Cap Growth ETF made up 0.13% of SMART Wealth's portfolio in Q2 2026, its #145 holding.
SMART Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
SMART Wealth's Schwab US Large-Cap Growth ETF position peaked at $621K in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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