United Advisor Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

United Advisor 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	$4.38M	Sell	129,393 -106,793	-45%	-$3.54M	0.46%	53
2026 Q1	$6.88M	Buy	236,186 +151,503	+179%	+$4.71M	0.85%	22
2025 Q4	$2.76M	Sell	84,683 -690	-0.8%	-$22.4K	0.34%	75
2025 Q3	$2.72M	Buy	85,373 +106	+0.1%	+$3.23K	0.37%	71
2025 Q2	$2.49M	Buy	85,267 +52,040	+157%	+$1.38M	0.43%	64
2025 Q1	$832K	Sell	33,227 -6,934	-17%	-$190K	0.17%	133
2024 Q4	$1.12M	Buy	40,161 +19,709	+96%	+$539K	0.22%	110
2024 Q3	$533K	Sell	20,452 -15,964	-44%	-$402K	0.12%	179
2024 Q2	$918K	Buy	36,416 +14,588	+67%	+$344K	0.29%	85
2024 Q1	$506K	Buy	+21,828	New	+$483K	0.19%	113

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

United Advisor Group's SCHG Position: Q2 2026 in Review

United Advisor Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 45% in Q2 2026, selling an estimated $3.54M and leaving 129,393 shares worth $4.38M. The position accounts for 0.46% of the portfolio, ranked #53.

United Advisor Group first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.88M in Q1 2026. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

United Advisor Group held 129,393 shares of Schwab US Large-Cap Growth ETF worth $4.38M as of Q2 2026.
United Advisor Group sold 106,793 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.54M.
Schwab US Large-Cap Growth ETF made up 0.46% of United Advisor Group's portfolio in Q2 2026, its #53 holding.
United Advisor Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Schwab US Large-Cap Growth ETF position peaked at $6.88M in Q1 2026.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.