Two West Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Two West Capital 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 Q1	$1.51M	Sell	46,309 -4,680	-9%	-$145K	0.8%	24
2025 Q4	$1.66M	Buy	50,989 +3,987	+8%	+$130K	0.97%	19
2025 Q3	$1.54M	Buy	47,002 +4,697	+11%	+$143K	0.93%	19
2025 Q2	$1.28M	Buy	42,305 +3,027	+8%	+$80K	0.84%	20
2025 Q1	$957K	Buy	39,278 +8,399	+27%	+$230K	0.8%	17
2024 Q4	$861K	Sell	30,879 -1,505	-5%	-$41.2K	0.74%	21
2024 Q3	$843K	Buy	32,384 +3,388	+12%	+$85.3K	0.68%	23
2024 Q2	$731K	Buy	+28,996	New	+$684K	0.7%	24

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Two West Capital Advisors's SCHG Position: Q1 2026 in Review

Two West Capital Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.2% in Q1 2026, selling an estimated $145K and leaving 46,309 shares worth $1.51M. The position accounts for 0.8% of the portfolio, ranked #24.

Two West Capital Advisors first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Two West Capital Advisors held 46,309 shares of Schwab US Large-Cap Growth ETF worth $1.51M as of Q1 2026.
Two West Capital Advisors sold 4,680 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $145K.
Schwab US Large-Cap Growth ETF made up 0.8% of Two West Capital Advisors's portfolio in Q1 2026, its #24 holding.
Two West Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Two West Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.66M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Two West Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.