Stokes Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stokes Family Office’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	$460K	Hold	13,596	–	–	0.05%	195
2026 Q1	$396K	Sell	13,596 -1,647	-11%	-$51.2K	0.04%	207
2025 Q4	$497K	Buy	15,243 +674	+5%	+$21.9K	0.05%	194
2025 Q3	$465K	Hold	14,569	–	–	0.04%	188
2025 Q2	$426K	Hold	14,569	–	–	0.04%	178
2025 Q1	$365K	Hold	14,569	–	–	0.04%	184
2024 Q4	$406K	Buy	14,569 +1,105	+8%	+$30.2K	0.04%	178
2024 Q3	$351K	Sell	13,464 -80	-0.6%	-$2.01K	0.04%	180
2024 Q2	$341K	Buy	13,544 +1,980	+17%	+$46.7K	0.04%	177
2024 Q1	$268K	Sell	11,564 -596	-5%	-$13.2K	0.03%	195
2023 Q4	$252K	Sell	12,160 -440	-3%	-$8.51K	0.03%	189
2023 Q3	$229K	Hold	12,600	–	–	0.03%	286
2023 Q2	$236K	Hold	12,600	–	–	0.03%	273
2023 Q1	$205K	Buy	+12,600	New	+$191K	0.03%	275
2022 Q4	–	Sell	-38,536	Closed	-$538K	–	296
2022 Q3	$538K	Buy	38,536 +36	+0.1%	+$564	0.08%	145
2022 Q2	$558K	Sell	38,500 -9,648	-20%	-$154K	0.08%	153
2022 Q1	$901K	Buy	48,148 +33,892	+238%	+$618K	0.12%	113
2021 Q4	$292K	Buy	14,256 +1,888	+15%	+$37.7K	0.04%	197
2021 Q3	$229K	Buy	+12,368	New	+$236K	0.03%	206

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

Stokes Family Office's SCHG Position: Q2 2026 in Review

Stokes Family Office held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 13,596 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #195.

Stokes Family Office first reported a position in SCHG in Q3 2021 and has held it in 19 quarters since. The position peaked at $901K in Q1 2022. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Stokes Family Office held 13,596 shares of Schwab US Large-Cap Growth ETF worth $460K as of Q2 2026.
Stokes Family Office left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.05% of Stokes Family Office's portfolio in Q2 2026, its #195 holding.
Stokes Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
Stokes Family Office's Schwab US Large-Cap Growth ETF position peaked at $901K in Q1 2022.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.