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Synergy Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Synergy Investment Management’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 		$841K Buy
25,276
+23,807
+1,621% +$789K 0.2% 64
2026
Q1 		$42.8K Buy
+1,469
New +$45.7K 0.01% 301
2025
Q2 		– Sell
-732
Closed -$18.3K – 468
2025
Q1 		$18.3K Hold
732
– – 0.01% 322
2024
Q4 		$20.4K Buy
+732
New +$20K 0.01% 320

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

Synergy Investment Management's SCHG Position: Q2 2026 in Review

Synergy Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1,621% in Q2 2026, buying an estimated $789K and bringing the position to 25,276 shares worth $841K. The position accounts for 0.2% of the portfolio, ranked #64.

Synergy Investment Management first reported a position in SCHG in Q4 2024 and has held it in 4 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Synergy Investment Management held 25,276 shares of Schwab US Large-Cap Growth ETF worth $841K as of Q2 2026.
  • Synergy Investment Management bought 23,807 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $789K.
  • Schwab US Large-Cap Growth ETF made up 0.2% of Synergy Investment Management's portfolio in Q2 2026, its #64 holding.
  • Synergy Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.