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

Strategic Wealth 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	$916K	Buy	27,081 +1,110	+4%	+$36.8K	0.06%	158
2026 Q1	$757K	Sell	25,971 -1,229	-5%	-$38.2K	0.05%	170
2025 Q4	$887K	Sell	27,200 -36,596	-57%	-$1.19M	0.06%	161
2025 Q3	$2.04M	Buy	63,796 +63,436	+17,621%	+$1.93M	0.15%	101
2025 Q2	$10.5K	Buy	+360	New	+$9.52K	﹤0.01%	772
2019 Q3	–	Sell	-864	Closed	-$8K	–	764
2019 Q2	$8K	Hold	864	–	–	﹤0.01%	587
2019 Q1	$9K	Buy	+864	New	+$8.17K	﹤0.01%	578

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 Wealth Partners's SCHG Position: Q2 2026 in Review

Strategic Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.3% in Q2 2026, buying an estimated $36.8K and bringing the position to 27,081 shares worth $916K. The position accounts for 0.06% of the portfolio, ranked #158.

Strategic Wealth Partners first reported a position in SCHG in Q1 2019 and has held it in 7 quarters since. The position peaked at $2.04M in Q3 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Strategic Wealth Partners held 27,081 shares of Schwab US Large-Cap Growth ETF worth $916K as of Q2 2026.
Strategic Wealth Partners bought 1,110 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $36.8K.
Schwab US Large-Cap Growth ETF made up 0.06% of Strategic Wealth Partners's portfolio in Q2 2026, its #158 holding.
Strategic Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 7 quarters since.
Strategic Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $2.04M in Q3 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.