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Stephens Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stephens Inc’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 		$1.15M Buy
33,928
+1,625
+5% +$53.8K 0.01% 644
2026
Q1 		$941K Buy
32,303
+998
+3% +$31K 0.01% 657
2025
Q4 		$1.02M Buy
31,305
+435
+1% +$14.1K 0.01% 623
2025
Q3 		$985K Buy
30,870
+1,737
+6% +$52.9K 0.01% 645
2025
Q2 		$851K Buy
29,133
+1,864
+7% +$49.3K 0.01% 670
2025
Q1 		$683K Buy
27,269
+4,634
+20% +$127K 0.01% 711
2024
Q4 		$631K Buy
22,635
+8,975
+66% +$245K 0.01% 754
2024
Q3 		$356K Buy
13,660
+712
+5% +$17.9K 0.01% 956
2024
Q2 		$326K Buy
12,948
+720
+6% +$17K 0.01% 969
2024
Q1 		$283K Hold
12,228
– – ﹤0.01% 1023
2023
Q4 		$254K Sell
12,228
-9,600
-44% -$186K ﹤0.01% 997
2023
Q3 		$397K Buy
21,828
+3,988
+22% +$75.1K 0.01% 806
2023
Q2 		$334K Buy
17,840
+1,380
+8% +$23.7K 0.01% 882
2023
Q1 		$268K Buy
16,460
+220
+1% +$3.34K 0.01% 926
2022
Q4 		$226K Sell
16,240
-2,560
-14% -$36.8K ﹤0.01% 958
2022
Q3 		$262K Buy
+18,800
New +$295K 0.01% 933

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

Stephens Inc's SCHG Position: Q2 2026 in Review

Stephens Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5% in Q2 2026, buying an estimated $53.8K and bringing the position to 33,928 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #644.

Stephens Inc first reported a position in SCHG in Q3 2022 and has held it in 16 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Stephens Inc held 33,928 shares of Schwab US Large-Cap Growth ETF worth $1.15M as of Q2 2026.
  • Stephens Inc bought 1,625 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $53.8K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #644 holding.
  • Stephens Inc first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.