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

Thrive Wealth 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 		$184M Buy
5,430,697
+112,806
+2% +$3.74M 23.35% 2
2026
Q1 		$155M Buy
5,317,891
+395,364
+8% +$12.3M 23.09% 2
2025
Q4 		$161M Sell
4,922,527
-45,663
-0.9% -$1.49M 23.59% 1
2025
Q3 		$159M Sell
4,968,190
-109,477
-2% -$3.34M 23.91% 1
2025
Q2 		$148M Buy
5,077,667
+289,455
+6% +$7.65M 23.95% 1
2025
Q1 		$120M Sell
4,788,212
-340,719
-7% -$9.33M 22.91% 2
2024
Q4 		$143M Buy
5,128,931
+5,451
+0.1% +$149K 25.7% 1
2024
Q3 		$133M Buy
5,123,480
+65,264
+1% +$1.64M 24.48% 1
2024
Q2 		$128M Buy
5,058,216
+96,440
+2% +$2.27M 24.97% 1
2024
Q1 		$115M Buy
4,961,776
+2,656
+0.1% +$58.7K 23.77% 1
2023
Q4 		$103M Buy
4,959,120
+19,384
+0.4% +$375K 22.89% 1
2023
Q3 		$89.8M Sell
4,939,736
-143,772
-3% -$2.71M 23.89% 2
2023
Q2 		$95.3M Sell
5,083,508
-466,800
-8% -$8M 24.66% 1
2023
Q1 		$90.4M Buy
5,550,308
+248,636
+5% +$3.77M 23.18% 1
2022
Q4 		$73.6M Buy
5,301,672
+1,187,768
+29% +$17.1M 21.09% 2
2022
Q3 		$57.4M Buy
4,113,904
+480,740
+13% +$7.53M 20.11% 2
2022
Q2 		$52.7M Sell
3,633,164
-103,212
-3% -$1.65M 18.37% 1
2022
Q1 		$69.9M Buy
3,736,376
+35,792
+1% +$653K 20.67% 1
2021
Q4 		$75.7M Buy
+3,700,584
New +$74M 25.89% 1

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

Thrive Wealth Management's SCHG Position: Q2 2026 in Review

Thrive Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q2 2026, buying an estimated $3.74M and bringing the position to 5,430,697 shares worth $184M. The position accounts for 23.35% of the portfolio, ranked #2.

Thrive Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Thrive Wealth Management held 5,430,697 shares of Schwab US Large-Cap Growth ETF worth $184M as of Q2 2026.
  • Thrive Wealth Management bought 112,806 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.74M.
  • Schwab US Large-Cap Growth ETF made up 23.35% of Thrive Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Thrive Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.