URS Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

URS Advisory’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	$498K	Buy	14,711 +2,696	+22%	+$89.3K	0.28%	38
2026 Q1	$350K	Buy	12,015 +265	+2%	+$8.24K	0.26%	37
2025 Q4	$383K	Buy	+11,750	New	+$382K	0.32%	31

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

URS Advisory's SCHG Position: Q2 2026 in Review

URS Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q2 2026, buying an estimated $89.3K and bringing the position to 14,711 shares worth $498K. The position accounts for 0.28% of the portfolio, ranked #38.

URS Advisory first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

URS Advisory held 14,711 shares of Schwab US Large-Cap Growth ETF worth $498K as of Q2 2026.
URS Advisory bought 2,696 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $89.3K.
Schwab US Large-Cap Growth ETF made up 0.28% of URS Advisory's portfolio in Q2 2026, its #38 holding.
URS Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on URS Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.