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Summit Global Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summit Global Investments’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 		$272K Sell
8,027
-4,232
-35% -$140K 0.01% 473
2026
Q1 		$357K Sell
12,259
-146
-1% -$4.54K 0.02% 392
2025
Q4 		$405K Buy
12,405
+690
+6% +$22.4K 0.02% 370
2025
Q3 		$374K Buy
+11,715
New +$357K 0.02% 360

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

Summit Global Investments's SCHG Position: Q2 2026 in Review

Summit Global Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 35% in Q2 2026, selling an estimated $140K and leaving 8,027 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #473.

Summit Global Investments first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $405K in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Summit Global Investments held 8,027 shares of Schwab US Large-Cap Growth ETF worth $272K as of Q2 2026.
  • Summit Global Investments sold 4,232 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $140K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #473 holding.
  • Summit Global Investments first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Global Investments's Schwab US Large-Cap Growth ETF position peaked at $405K in Q4 2025.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.