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Spartan Wealth Advisory Services LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.4M Buy
41,427
+13,616
+49% +$451K 0.11% 142
2026
Q1 		$810K Buy
+27,811
New +$865K 0.07% 172

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

Spartan Wealth Advisory Services LLC's SCHG Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 49% in Q2 2026, buying an estimated $451K and bringing the position to 41,427 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #142.

Spartan Wealth Advisory Services LLC first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 1,612 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 41,427 shares of Schwab US Large-Cap Growth ETF worth $1.4M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 13,616 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $451K.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #142 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.