Valmark Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Valmark Advisers’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	$2.04M	Buy	60,262 +4,990	+9%	+$165K	0.02%	265
2026 Q1	$1.61M	Buy	55,272 +5,427	+11%	+$169K	0.02%	278
2025 Q4	$1.63M	Buy	49,845 +628	+1%	+$20.4K	0.02%	276
2025 Q3	$1.57M	Buy	49,217 +6,887	+16%	+$210K	0.02%	268
2025 Q2	$1.24M	Sell	42,330 -3,257	-7%	-$86.1K	0.02%	299
2025 Q1	$1.14M	Sell	45,587 -126	-0.3%	-$3.45K	0.02%	291
2024 Q4	$1.27M	Sell	45,713 -13,167	-22%	-$360K	0.02%	273
2024 Q3	$1.53M	Sell	58,880 -11,404	-16%	-$287K	0.02%	233
2024 Q2	$1.77M	Buy	70,284 +49,756	+242%	+$1.17M	0.03%	194
2024 Q1	$476K	Buy	20,528 +4,152	+25%	+$91.8K	0.01%	388
2023 Q4	$340K	Buy	16,376 +3,868	+31%	+$74.8K	0.01%	405
2023 Q3	$227K	Buy	12,508 +1,480	+13%	+$27.9K	﹤0.01%	444
2023 Q2	$207K	Buy	+11,028	New	+$189K	﹤0.01%	460
2022 Q2	–	Sell	-11,308	Closed	-$211K	–	430
2022 Q1	$211K	Sell	11,308 -4	-0%	-$73	﹤0.01%	413
2021 Q4	$231K	Sell	11,312 -256	-2%	-$5.12K	﹤0.01%	382
2021 Q3	$214K	Hold	11,568	–	–	﹤0.01%	373
2021 Q2	$211K	Buy	+11,568	New	+$200K	﹤0.01%	376

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

Valmark Advisers's SCHG Position: Q2 2026 in Review

Valmark Advisers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9% in Q2 2026, buying an estimated $165K and bringing the position to 60,262 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #265.

Valmark Advisers first reported a position in SCHG in Q2 2021 and has held it in 17 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Valmark Advisers held 60,262 shares of Schwab US Large-Cap Growth ETF worth $2.04M as of Q2 2026.
Valmark Advisers bought 4,990 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $165K.
Schwab US Large-Cap Growth ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #265 holding.
Valmark Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 17 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.