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

Uniting 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 		$5.71M Sell
168,879
-9,873
-6% -$327K 1.16% 25
2026
Q1 		$5.21M Buy
178,752
+36,819
+26% +$1.14M 1.11% 26
2025
Q4 		$4.63M Buy
141,933
+3,772
+3% +$123K 1.42% 19
2025
Q3 		$4.41M Buy
+138,161
New +$4.21M 1.04% 27

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 22.9% 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

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

Uniting Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.5% in Q2 2026, selling an estimated $327K and leaving 168,879 shares worth $5.71M. The position accounts for 1.16% of the portfolio, ranked #25.

Uniting Wealth Partners first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Uniting Wealth Partners held 168,879 shares of Schwab US Large-Cap Growth ETF worth $5.71M as of Q2 2026.
  • Uniting Wealth Partners sold 9,873 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $327K.
  • Schwab US Large-Cap Growth ETF made up 1.16% of Uniting Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Uniting Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.