Summit Trail Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summit Trail Advisors’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	$1.19M	Buy	35,107 +480	+1%	+$15.9K	0.01%	904
2026 Q1	$1.01M	Hold	34,627	–	–	0.01%	927
2025 Q4	$1.13M	Hold	34,627	–	–	0.02%	743
2025 Q3	$1.1M	Hold	34,627	–	–	0.02%	776
2025 Q2	$1.01M	Buy	+34,627	New	+$916K	0.02%	475
2024 Q4	–	Sell	-35,608	Closed	-$927K	–	693
2024 Q3	$927K	Buy	+35,608	New	+$896K	0.02%	278

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

Summit Trail Advisors's SCHG Position: Q2 2026 in Review

Summit Trail Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.4% in Q2 2026, buying an estimated $15.9K and bringing the position to 35,107 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #904.

Summit Trail Advisors first reported a position in SCHG in Q3 2024 and has held it in 6 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Summit Trail Advisors held 35,107 shares of Schwab US Large-Cap Growth ETF worth $1.19M as of Q2 2026.
Summit Trail Advisors bought 480 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.9K.
Schwab US Large-Cap Growth ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #904 holding.
Summit Trail Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 6 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.