Value Investment Professionals’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Value Investment Professionals’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	$317K	Buy	+9,377	New	+$311K	0.27%	76
2026 Q1	–	Sell	-10,156	Closed	-$331K	–	84
2025 Q4	$331K	Buy	+10,156	New	+$330K	0.35%	60

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

Value Investment Professionals's SCHG Position: Q2 2026 in Review

Value Investment Professionals opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 9,377 shares worth $317K. The stake represents 0.27% of the portfolio and ranks #76 among its holdings. This is a return to the name: Value Investment Professionals previously reported a position in SCHG as recently as Q4 2025.

Value Investment Professionals first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $331K in Q4 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Value Investment Professionals held 9,377 shares of Schwab US Large-Cap Growth ETF worth $317K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Value Investment Professionals position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.27% of Value Investment Professionals's portfolio in Q2 2026, its #76 holding.
Value Investment Professionals first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
Value Investment Professionals's Schwab US Large-Cap Growth ETF position peaked at $331K in Q4 2025.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Value Investment Professionals's 13F filing for Q2 2026, filed 7 Jul 2026.