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SVB Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SVB Wealth’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 		$688K Buy
20,318
+2
+0% +$66 0.04% 234
2026
Q1 		$592K Buy
20,316
+2
+0% +$62 0.04% 252
2025
Q4 		$663K Buy
20,314
+3
+0% +$98 0.04% 250
2025
Q3 		$648K Buy
20,311
+2
+0% +$61 0.03% 266
2025
Q2 		$593K Buy
+20,309
New +$537K 0.03% 278
2025
Q1 		– Sell
-72,741
Closed -$2.03M – 1745
2024
Q4 		$2.03M Buy
+72,741
New +$1.99M 0.04% 228
2024
Q3 		– Sell
-71,476
Closed -$1.8M – 495
2024
Q2 		$1.8M Sell
71,476
-31,284
-30% -$738K 0.04% 244
2024
Q1 		$2.38M Buy
102,760
+2,604
+3% +$57.6K 0.05% 228
2023
Q4 		$2.08M Buy
100,156
+29,944
+43% +$579K 0.05% 236
2023
Q3 		$1.28M Sell
70,212
-8,508
-11% -$160K 0.03% 282
2023
Q2 		$1.48M Sell
78,720
-57,832
-42% -$991K 0.03% 283
2023
Q1 		$2.22M Buy
136,552
+62,888
+85% +$954K 0.03% 251
2022
Q4 		$1.02M Sell
73,664
-155,576
-68% -$2.24M 0.01% 397
2022
Q3 		$3.2M Buy
229,240
+192,896
+531% +$3.02M 0.05% 204
2022
Q2 		$527K Buy
36,344
+31,944
+726% +$511K 0.01% 434
2022
Q1 		$82K Buy
+4,400
New +$80.2K ﹤0.01% 730
2021
Q2 		– Sell
-26,728
Closed -$434K – 1021
2021
Q1 		$434K Buy
26,728
+24
+0.1% +$391 0.01% 568
2020
Q4 		$429K Buy
26,704
+2,664
+11% +$40.4K 0.01% 516
2020
Q3 		$346K Buy
+24,040
New +$335K 0.01% 491

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SVB Wealth's SCHG Position: Q2 2026 in Review

SVB Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q2 2026, buying an estimated $66 and bringing the position to 20,318 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #234.

SVB Wealth first reported a position in SCHG in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.2M in Q3 2022. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • SVB Wealth held 20,318 shares of Schwab US Large-Cap Growth ETF worth $688K as of Q2 2026.
  • SVB Wealth bought 2 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $66.
  • Schwab US Large-Cap Growth ETF made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #234 holding.
  • SVB Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 19 quarters since.
  • SVB Wealth's Schwab US Large-Cap Growth ETF position peaked at $3.2M in Q3 2022.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.