Studio Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Studio Investment 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	$366K	Buy	10,814 +978	+10%	+$32.4K	0.06%	150
2026 Q1	$287K	Buy	9,836 +1,247	+15%	+$38.8K	0.05%	155
2025 Q4	$280K	Buy	8,589 +783	+10%	+$25.5K	0.05%	157
2025 Q3	$249K	Buy	7,806 +921	+13%	+$28.1K	0.05%	159
2025 Q2	$201K	Buy	+6,885	New	+$182K	0.04%	172

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Studio Investment Management's SCHG Position: Q2 2026 in Review

Studio Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.9% in Q2 2026, buying an estimated $32.4K and bringing the position to 10,814 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #150.

Studio Investment Management first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Studio Investment Management held 10,814 shares of Schwab US Large-Cap Growth ETF worth $366K as of Q2 2026.
Studio Investment Management bought 978 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $32.4K.
Schwab US Large-Cap Growth ETF made up 0.06% of Studio Investment Management's portfolio in Q2 2026, its #150 holding.
Studio Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.