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

Strategic Blueprint’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 		$5.18M Buy
153,167
+15,691
+11% +$520K 0.26% 101
2026
Q1 		$4M Sell
137,476
-13,207
-9% -$411K 0.23% 112
2025
Q4 		$4.92M Sell
150,683
-1,680,969
-92% -$54.7M 0.29% 90
2025
Q3 		$58.4M Buy
1,831,652
+167,003
+10% +$5.09M 2.55% 3
2025
Q2 		$48.6M Buy
1,664,649
+66,832
+4% +$1.77M 2.39% 3
2025
Q1 		$40M Buy
1,597,817
+123,365
+8% +$3.38M 2.18% 4
2024
Q4 		$41.1M Buy
1,474,452
+60,300
+4% +$1.65M 2.44% 3
2024
Q3 		$36.8M Buy
1,414,152
+109,988
+8% +$2.77M 2.29% 4
2024
Q2 		$32.9M Buy
1,304,164
+23,344
+2% +$551K 2.23% 6
2024
Q1 		$29.7M Buy
1,280,820
+116,752
+10% +$2.58M 2.11% 5
2023
Q4 		$24.1M Buy
1,164,068
+142,164
+14% +$2.75M 1.99% 7
2023
Q3 		$18.6M Buy
1,021,904
+192,448
+23% +$3.62M 1.71% 8
2023
Q2 		$15.5M Buy
829,456
+138,740
+20% +$2.38M 1.48% 13
2023
Q1 		$11.3M Buy
690,716
+103,112
+18% +$1.57M 1.16% 16
2022
Q4 		$8.16M Buy
587,604
+73,912
+14% +$1.06M 0.94% 19
2022
Q3 		$7.17M Buy
513,692
+105,448
+26% +$1.65M 0.86% 20
2022
Q2 		$5.92M Buy
408,244
+139,516
+52% +$2.23M 0.73% 24
2022
Q1 		$5.03M Buy
268,728
+78,048
+41% +$1.42M 0.58% 37
2021
Q4 		$3.9M Buy
190,680
+69,168
+57% +$1.38M 0.49% 46
2021
Q3 		$2.25M Buy
121,512
+51,208
+73% +$975K 0.35% 67
2021
Q2 		$1.28M Buy
70,304
+43,576
+163% +$754K 0.2% 102
2021
Q1 		$434K Buy
+26,728
New +$435K 0.09% 190
2019
Q4 		– Sell
-2,968
Closed -$31K – 357
2019
Q3 		$31K Buy
+2,968
New +$31.3K 0.02% 188

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

Strategic Blueprint's SCHG Position: Q2 2026 in Review

Strategic Blueprint increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, buying an estimated $520K and bringing the position to 153,167 shares worth $5.18M. The position accounts for 0.26% of the portfolio, ranked #101.

Strategic Blueprint first reported a position in SCHG in Q3 2019 and has held it in 23 quarters since. The position peaked at $58.4M in Q3 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Strategic Blueprint held 153,167 shares of Schwab US Large-Cap Growth ETF worth $5.18M as of Q2 2026.
  • Strategic Blueprint bought 15,691 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $520K.
  • Schwab US Large-Cap Growth ETF made up 0.26% of Strategic Blueprint's portfolio in Q2 2026, its #101 holding.
  • Strategic Blueprint first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 23 quarters since.
  • Strategic Blueprint's Schwab US Large-Cap Growth ETF position peaked at $58.4M in Q3 2025.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.