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

Triad Wealth 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	$795K	Buy	22,802 +5,938	+35%	+$197K	0.05%	235
2026 Q1	$491K	Sell	16,864 -7,855	-32%	-$244K	0.04%	278
2025 Q4	$806K	Buy	24,719 +17,800	+257%	+$579K	0.08%	182
2025 Q3	$221K	Buy	+6,919	New	+$211K	0.03%	350
2024 Q3	–	Sell	-4,020	Closed	-$101K	–	736
2024 Q2	$101K	Buy	+4,020	New	+$94.8K	0.05%	152

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

Triad Wealth Partners's SCHG Position: Q2 2026 in Review

Triad Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 35% in Q2 2026, buying an estimated $197K and bringing the position to 22,802 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #235.

Triad Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 5 quarters since. The position peaked at $806K in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Triad Wealth Partners held 22,802 shares of Schwab US Large-Cap Growth ETF worth $795K as of Q2 2026.
Triad Wealth Partners bought 5,938 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $197K.
Schwab US Large-Cap Growth ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #235 holding.
Triad Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $806K in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.