Stevens Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stevens Capital Partners’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	$1.84M	Sell	54,503 -919	-2%	-$30.5K	0.35%	61
2026 Q1	$1.61M	Sell	55,422 -2,076	-4%	-$64.5K	0.39%	52
2025 Q4	$1.88M	Sell	57,498 -1,543	-3%	-$50.2K	0.49%	44
2025 Q3	$1.88M	Buy	59,041 +3,692	+7%	+$113K	0.56%	37
2025 Q2	$1.67M	Buy	+55,349	New	+$1.46M	0.6%	34

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

Stevens Capital Partners's SCHG Position: Q2 2026 in Review

Stevens Capital Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q2 2026, selling an estimated $30.5K and leaving 54,503 shares worth $1.84M. The position accounts for 0.35% of the portfolio, ranked #61.

Stevens Capital Partners first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q3 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Stevens Capital Partners held 54,503 shares of Schwab US Large-Cap Growth ETF worth $1.84M as of Q2 2026.
Stevens Capital Partners sold 919 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $30.5K.
Schwab US Large-Cap Growth ETF made up 0.35% of Stevens Capital Partners's portfolio in Q2 2026, its #61 holding.
Stevens Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Stevens Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $1.88M in Q3 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.