Turning Point Benefit Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Turning Point Benefit Group’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	$367K	Sell	10,804 -9,843	-48%	-$326K	0.16%	82
2026 Q1	$493K	Buy	20,647 +9,426	+84%	+$293K	0.31%	56
2025 Q4	$366K	Sell	11,221 -11,136	-50%	-$362K	0.19%	63
2025 Q3	$717K	Sell	22,357 -3,716	-14%	-$113K	0.43%	45
2025 Q2	$762K	Buy	26,073 +4,616	+22%	+$122K	0.58%	34
2025 Q1	$485K	Sell	21,457 -9,838	-31%	-$269K	0.45%	32
2024 Q4	$872K	Buy	+31,295	New	+$856K	0.83%	18

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

Turning Point Benefit Group's SCHG Position: Q2 2026 in Review

Turning Point Benefit Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 48% in Q2 2026, selling an estimated $326K and leaving 10,804 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #82.

Turning Point Benefit Group first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Turning Point Benefit Group held 10,804 shares of Schwab US Large-Cap Growth ETF worth $367K as of Q2 2026.
Turning Point Benefit Group sold 9,843 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $326K.
Schwab US Large-Cap Growth ETF made up 0.16% of Turning Point Benefit Group's portfolio in Q2 2026, its #82 holding.
Turning Point Benefit Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Turning Point Benefit Group's Schwab US Large-Cap Growth ETF position peaked at $872K in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.