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

TriaGen 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 		$12.8M Sell
377,702
-52
-0% -$1.72K 3.2% 8
2026
Q1 		$11M Sell
377,754
-2,804
-0.7% -$87.2K 3.01% 8
2025
Q4 		$12.4M Sell
380,558
-2,933
-0.8% -$95.4K 3.21% 5
2025
Q3 		$12.2M Buy
383,491
+4,707
+1% +$143K 3.19% 4
2025
Q2 		$11.1M Sell
378,784
-6,927
-2% -$183K 3.35% 4
2025
Q1 		$9.66M Sell
385,711
-10,063
-3% -$276K 3.41% 4
2024
Q4 		$11M Buy
395,774
+490
+0.1% +$13.4K 3.72% 5
2024
Q3 		$10.3M Buy
395,284
+17,364
+5% +$437K 3.45% 4
2024
Q2 		$9.53M Buy
377,920
+4,980
+1% +$117K 3.68% 5
2024
Q1 		$8.64M Buy
372,940
+12,572
+3% +$278K 3.59% 4
2023
Q4 		$7.47M Sell
360,368
-4,188
-1% -$81K 3.56% 4
2023
Q3 		$6.63M Buy
364,556
+7,664
+2% +$144K 3.38% 4
2023
Q2 		$6.69M Buy
356,892
+5,740
+2% +$98.4K 3.06% 4
2023
Q1 		$5.72M Buy
351,152
+10,932
+3% +$166K 2.87% 4
2022
Q4 		$4.73M Buy
340,220
+12,220
+4% +$176K 2.62% 6
2022
Q3 		$4.58M Buy
328,000
+59,820
+22% +$937K 2.53% 7
2022
Q2 		$3.89M Buy
268,180
+10,548
+4% +$169K 2.76% 3
2022
Q1 		$4.82M Buy
257,632
+4,104
+2% +$74.8K 2.5% 3
2021
Q4 		$5.19M Buy
253,528
+2,728
+1% +$54.5K 2.56% 3
2021
Q3 		$4.64M Sell
250,800
-8,352
-3% -$159K 2.53% 3
2021
Q2 		$4.89M Buy
259,152
+5,056
+2% +$87.5K 2.52% 3
2021
Q1 		$4.12M Buy
254,096
+56,096
+28% +$913K 2.37% 3
2020
Q4 		$3.18M Buy
+198,000
New +$3M 1.86% 6

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

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

TriaGen Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q2 2026, selling an estimated $1.72K and leaving 377,702 shares worth $12.8M. The position accounts for 3.2% of the portfolio, ranked #8.

TriaGen Wealth Management first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • TriaGen Wealth Management held 377,702 shares of Schwab US Large-Cap Growth ETF worth $12.8M as of Q2 2026.
  • TriaGen Wealth Management sold 52 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.72K.
  • Schwab US Large-Cap Growth ETF made up 3.2% of TriaGen Wealth Management's portfolio in Q2 2026, its #8 holding.
  • TriaGen Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.