Spurstone Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Spurstone Advisory 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	$4.98K	Buy	146 +50	+52%	+$1.66K	0.07%	50
2026 Q1	$2.8K	Sell	96 -16	-14%	-$497	0.05%	39
2025 Q4	$3.65K	Hold	112	–	–	0.06%	51
2025 Q3	$3.57K	Hold	112	–	–	0.05%	64
2025 Q2	$3.27K	Hold	112	–	–	0.05%	93
2025 Q1	$2.8K	Hold	112	–	–	0.05%	62
2024 Q4	$3.12K	Buy	+112	New	+$3.06K	0.06%	54

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

Spurstone Advisory Services's SCHG Position: Q2 2026 in Review

Spurstone Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 52% in Q2 2026, buying an estimated $1.66K and bringing the position to 146 shares worth $4.98K. The position accounts for 0.07% of the portfolio, ranked #50.

Spurstone Advisory Services first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Spurstone Advisory Services held 146 shares of Schwab US Large-Cap Growth ETF worth $4.98K as of Q2 2026.
Spurstone Advisory Services bought 50 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.66K.
Schwab US Large-Cap Growth ETF made up 0.07% of Spurstone Advisory Services's portfolio in Q2 2026, its #50 holding.
Spurstone Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.