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

Strategic Equity Management’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	$359K	Hold	10,623	–	–	0.12%	48
2026 Q1	$309K	Hold	10,623	–	–	0.12%	55
2025 Q4	$347K	Hold	10,623	–	–	0.12%	52
2025 Q3	$339K	Hold	10,623	–	–	0.13%	48
2025 Q2	$310K	Hold	10,623	–	–	0.11%	56
2025 Q1	$266K	Hold	10,623	–	–	0.11%	52
2024 Q4	$296K	Buy	10,623 +1,035	+11%	+$28.3K	0.12%	47
2024 Q3	$250K	Hold	9,588	–	–	0.12%	49
2024 Q2	$242K	Buy	+9,588	New	+$226K	0.16%	41

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

Strategic Equity Management's SCHG Position: Q2 2026 in Review

Strategic Equity Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 10,623 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #48.

Strategic Equity Management first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Strategic Equity Management held 10,623 shares of Schwab US Large-Cap Growth ETF worth $359K as of Q2 2026.
Strategic Equity Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.12% of Strategic Equity Management's portfolio in Q2 2026, its #48 holding.
Strategic Equity Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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