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

Tranquility Partners’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	$568K	Hold	16,778	–	–	0.2%	121
2026 Q1	$489K	Buy	16,778 +353	+2%	+$11K	0.18%	128
2025 Q4	$536K	Hold	16,425	–	–	0.19%	118
2025 Q3	$524K	Sell	16,425 -80	-0.5%	-$2.44K	0.18%	132
2025 Q2	$482K	Sell	16,505 -150	-0.9%	-$3.97K	0.17%	136
2025 Q1	$417K	Hold	16,655	–	–	0.16%	144
2024 Q4	$464K	Sell	16,655 -245	-1%	-$6.7K	0.17%	131
2024 Q3	$440K	Sell	16,900 -780	-4%	-$19.6K	0.16%	142
2024 Q2	$446K	Sell	17,680 -1,800	-9%	-$42.5K	0.17%	133
2024 Q1	$452K	Sell	19,480 -1,032	-5%	-$22.8K	0.17%	134
2023 Q4	$425K	Sell	20,512 -2,744	-12%	-$53.1K	0.18%	127
2023 Q3	$423K	Buy	23,256 +2,744	+13%	+$51.7K	0.18%	129
2023 Q2	$384K	Hold	20,512	–	–	0.17%	139
2023 Q1	$334K	Hold	20,512	–	–	0.16%	147
2022 Q4	$285K	Hold	20,512	–	–	0.14%	148
2022 Q3	$286K	Buy	20,512 +24	+0.1%	+$376	0.16%	142
2022 Q2	$297K	Sell	20,488 -23,040	-53%	-$368K	0.15%	151
2022 Q1	$814K	Hold	43,528	–	–	0.38%	71
2021 Q4	$891K	Hold	43,528	–	–	0.41%	69
2021 Q3	$806K	Buy	43,528 +23,056	+113%	+$439K	0.41%	72
2021 Q2	$374K	Hold	20,472	–	–	0.21%	125
2021 Q1	$332K	Buy	20,472 +8	+0%	+$130	0.21%	128
2020 Q4	$328K	Hold	20,464	–	–	0.23%	115
2020 Q3	$295K	Hold	20,464	–	–	0.25%	106
2020 Q2	$260K	Buy	+20,464	New	+$239K	0.24%	116
2020 Q1	–	Sell	-26,784	Closed	-$311K	–	161
2019 Q4	$311K	Hold	26,784	–	–	0.28%	108
2019 Q3	$281K	Hold	26,784	–	–	0.3%	110
2019 Q2	$279K	Buy	+26,784	New	+$272K	0.3%	108

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tranquility Partners's SCHG Position: Q2 2026 in Review

Tranquility Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 16,778 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #121.

Tranquility Partners first reported a position in SCHG in Q2 2019 and has held it in 28 quarters since. The position peaked at $891K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Tranquility Partners held 16,778 shares of Schwab US Large-Cap Growth ETF worth $568K as of Q2 2026.
Tranquility Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.2% of Tranquility Partners's portfolio in Q2 2026, its #121 holding.
Tranquility Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
Tranquility Partners's Schwab US Large-Cap Growth ETF position peaked at $891K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.