Smartleaf Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Smartleaf Asset 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	$10.6M	Hold	317,627	–	–	0.35%	55
2026 Q1	$8.93M	Buy	317,627 +16,685	+6%	+$519K	0.32%	62
2025 Q4	$9.89M	Buy	300,942 +3,409	+1%	+$111K	0.38%	49
2025 Q3	$9.46M	Buy	297,533 +277,889	+1,415%	+$8.47M	0.59%	26
2025 Q2	$570K	Sell	19,644 -4,765	-20%	-$126K	0.05%	349
2025 Q1	$611K	Buy	24,409 +14,356	+143%	+$393K	0.06%	316
2024 Q4	$283K	Sell	10,053 -471	-4%	-$12.9K	0.03%	451
2024 Q3	$273K	Buy	10,524 +360	+4%	+$9.06K	0.03%	413
2024 Q2	$258K	Sell	10,164 -24	-0.2%	-$566	0.04%	332
2024 Q1	$237K	Sell	10,188 -140,428	-93%	-$3.11M	0.05%	320
2023 Q4	$3.14M	Buy	+150,616	New	+$2.91M	0.84%	23

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

Smartleaf Asset Management's SCHG Position: Q2 2026 in Review

Smartleaf Asset Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 317,627 shares worth $10.6M. The position accounts for 0.35% of the portfolio, ranked #55.

Smartleaf Asset Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Smartleaf Asset Management held 317,627 shares of Schwab US Large-Cap Growth ETF worth $10.6M as of Q2 2026.
Smartleaf Asset Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.35% of Smartleaf Asset Management's portfolio in Q2 2026, its #55 holding.
Smartleaf Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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