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

Tidemark’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 		$111K Hold
3,278
– – 0.03% 214
2026
Q1 		$95.5K Hold
3,278
– – 0.02% 202
2025
Q4 		$107K Buy
3,278
+342
+12% +$11.1K 0.03% 179
2025
Q3 		$93.7K Hold
2,936
– – 0.03% 191
2025
Q2 		$85.8K Hold
2,936
– – 0.03% 189
2025
Q1 		$73.5K Hold
2,936
– – 0.03% 197
2024
Q4 		$81.8K Hold
2,936
– – 0.03% 185
2024
Q3 		$76.5K Buy
2,936
+1,600
+120% +$40.3K 0.03% 179
2024
Q2 		$33.7K Hold
1,336
– – 0.02% 266
2024
Q1 		$31K Hold
1,336
– – 0.02% 293
2023
Q4 		$27.7K Buy
+1,336
New +$25.8K 0.02% 294

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

Tidemark's SCHG Position: Q2 2026 in Review

Tidemark held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 3,278 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #214.

Tidemark first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Tidemark held 3,278 shares of Schwab US Large-Cap Growth ETF worth $111K as of Q2 2026.
  • Tidemark left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #214 holding.
  • Tidemark first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.