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Storen Legacy Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Storen Legacy 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 		$13.5M Buy
397,800
+7,010
+2% +$232K 3.67% 9
2026
Q1 		$11.4M Sell
390,790
-547,282
-58% -$17M 3.57% 9
2025
Q4 		$30.6M Buy
+938,072
New +$30.5M 9.6% 4

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

Storen Legacy Partners's SCHG Position: Q2 2026 in Review

Storen Legacy Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q2 2026, buying an estimated $232K and bringing the position to 397,800 shares worth $13.5M. The position accounts for 3.67% of the portfolio, ranked #9.

Storen Legacy Partners first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.6M in Q4 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Storen Legacy Partners held 397,800 shares of Schwab US Large-Cap Growth ETF worth $13.5M as of Q2 2026.
  • Storen Legacy Partners bought 7,010 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $232K.
  • Schwab US Large-Cap Growth ETF made up 3.67% of Storen Legacy Partners's portfolio in Q2 2026, its #9 holding.
  • Storen Legacy Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Storen Legacy Partners's Schwab US Large-Cap Growth ETF position peaked at $30.6M in Q4 2025.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.