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Summitry LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summitry LLC’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 		$252K Hold
7,461
– – 0.01% 281
2026
Q1 		$217K Buy
+7,461
New +$232K 0.01% 270
2019
Q4 		– Sell
-24,696
Closed -$259K – 84
2019
Q3 		$259K Buy
24,696
+688
+3% +$7.25K 0.02% 76
2019
Q2 		$250K Buy
24,008
+168
+0.7% +$1.71K 0.02% 73
2019
Q1 		$237K Buy
+23,840
New +$225K 0.02% 75

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

Summitry LLC's SCHG Position: Q2 2026 in Review

Summitry LLC held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,461 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #281.

Summitry LLC first reported a position in SCHG in Q1 2019 and has held it in 5 quarters since. The position peaked at $259K in Q3 2019. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Summitry LLC held 7,461 shares of Schwab US Large-Cap Growth ETF worth $252K as of Q2 2026.
  • Summitry LLC left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #281 holding.
  • Summitry LLC first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 5 quarters since.
  • Summitry LLC's Schwab US Large-Cap Growth ETF position peaked at $259K in Q3 2019.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.