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Sowell Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sowell Financial Services’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 		$1.7M Sell
50,176
-6,704
-12% -$222K 0.06% 349
2026
Q1 		$1.66M Buy
56,880
+13,031
+30% +$405K 0.06% 332
2025
Q4 		$1.43M Buy
43,849
+4,523
+12% +$147K 0.05% 350
2025
Q3 		$1.25M Buy
39,326
+4,739
+14% +$144K 0.05% 374
2025
Q2 		$1.01M Sell
34,587
-8
-0% -$212 0.04% 408
2025
Q1 		$866K Buy
34,595
+1,320
+4% +$36.2K 0.04% 425
2024
Q4 		$927K Buy
+33,275
New +$910K 0.05% 322
2023
Q2 		– Sell
-17,036
Closed -$278K – 777
2023
Q1 		$278K Sell
17,036
-33,744
-66% -$512K 0.02% 585
2022
Q4 		$705K Sell
50,780
-17,480
-26% -$251K 0.05% 375
2022
Q3 		$952K Sell
68,260
-714,924
-91% -$11.2M 0.1% 243
2022
Q2 		$10.4M Buy
+783,184
New +$12.5M 0.96% 21
2022
Q1 		– Sell
-761,512
Closed -$15.6M – 440
2021
Q4 		$15.6M Buy
761,512
+50,848
+7% +$1.02M 0.89% 17
2021
Q3 		$13.2M Buy
710,664
+295,840
+71% +$5.64M 0.89% 15
2021
Q2 		$7.57M Buy
414,824
+128,640
+45% +$2.23M 0.5% 43
2021
Q1 		$4.88M Buy
286,184
+165,560
+137% +$2.69M 0.17% 123
2020
Q4 		$1.94M Sell
120,624
-68,608
-36% -$1.04M 0.08% 213
2020
Q3 		$2.72M Buy
189,232
+186,072
+5,888% +$2.59M 0.14% 134
2020
Q2 		$40K Buy
3,160
+168
+6% +$1.96K ﹤0.01% 1236
2020
Q1 		$30K Sell
2,992
-2,040
-41% -$23.3K ﹤0.01% 1246
2019
Q4 		$58K Sell
5,032
-2,464
-33% -$27.2K ﹤0.01% 1106
2019
Q3 		$79K Buy
+7,496
New +$79K 0.01% 886
2019
Q1 		$1.14M Sell
115,128
-1,512
-1% -$14.3K 0.13% 175
2018
Q4 		$1M Buy
+116,640
New +$1.09M 0.14% 157

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

Sowell Financial Services's SCHG Position: Q2 2026 in Review

Sowell Financial Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q2 2026, selling an estimated $222K and leaving 50,176 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #349.

Sowell Financial Services first reported a position in SCHG in Q4 2018 and has held it in 23 quarters since. The position peaked at $15.6M in Q4 2021. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sowell Financial Services held 50,176 shares of Schwab US Large-Cap Growth ETF worth $1.7M as of Q2 2026.
  • Sowell Financial Services sold 6,704 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $222K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #349 holding.
  • Sowell Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 23 quarters since.
  • Sowell Financial Services's Schwab US Large-Cap Growth ETF position peaked at $15.6M in Q4 2021.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.