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Strategic Advisory Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Strategic Advisory 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 		– Sell
-4,168
Closed -$121K – 80
2026
Q1 		$121K Buy
+4,168
New +$130K 0.1% 45

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Osaic Holdings
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VIA
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Raymond James Financial
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Strategic Advisory Partners's SCHG Position: Q2 2026 in Review

Strategic Advisory Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 4,168 shares — an estimated $121K sold.

Strategic Advisory Partners first reported a position in SCHG in Q1 2026 and held it in 1 quarter. The position peaked at $121K in Q1 2026. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Strategic Advisory Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisory Partners sold 4,168 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $121K.
  • Strategic Advisory Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Advisory Partners's Schwab US Large-Cap Growth ETF position peaked at $121K in Q1 2026.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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