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Sunrise Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sunrise Financial Services’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 		$372K Sell
10,982
-576
-5% -$19.1K 0.22% 42
2026
Q1 		$337K Buy
11,558
+1,136
+11% +$35.3K 0.24% 42
2025
Q4 		$340K Buy
+10,422
New +$339K 0.26% 37

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

Sunrise Financial Services's SCHG Position: Q2 2026 in Review

Sunrise Financial Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5% in Q2 2026, selling an estimated $19.1K and leaving 10,982 shares worth $372K. The position accounts for 0.22% of the portfolio, ranked #42.

Sunrise Financial Services first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Sunrise Financial Services held 10,982 shares of Schwab US Large-Cap Growth ETF worth $372K as of Q2 2026.
  • Sunrise Financial Services sold 576 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $19.1K.
  • Schwab US Large-Cap Growth ETF made up 0.22% of Sunrise Financial Services's portfolio in Q2 2026, its #42 holding.
  • Sunrise Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.