Transamerica Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Transamerica Financial Advisors’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	$2.22M	Buy	65,619 +6,417	+11%	+$213K	0.19%	124
2026 Q1	$1.72M	Buy	59,202 +647	+1%	+$20.1K	0.15%	142
2025 Q4	$1.91M	Buy	58,555 +23,088	+65%	+$751K	0.16%	138
2025 Q3	$1.13M	Buy	+35,467	New	+$1.08M	0.09%	154
2022 Q3	–	Sell	-360	Closed	-$6K	–	678
2022 Q2	$6K	Buy	+360	New	+$5.75K	﹤0.01%	332

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Transamerica Financial Advisors's SCHG Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, buying an estimated $213K and bringing the position to 65,619 shares worth $2.22M. The position accounts for 0.19% of the portfolio, ranked #124.

Transamerica Financial Advisors first reported a position in SCHG in Q2 2022 and has held it in 5 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Transamerica Financial Advisors held 65,619 shares of Schwab US Large-Cap Growth ETF worth $2.22M as of Q2 2026.
Transamerica Financial Advisors bought 6,417 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $213K.
Schwab US Large-Cap Growth ETF made up 0.19% of Transamerica Financial Advisors's portfolio in Q2 2026, its #124 holding.
Transamerica Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 5 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.