Vaughan David Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Vaughan David Investments’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	$499K	Buy	14,732 +5,025	+52%	+$167K	0.01%	181
2026 Q1	$283K	Buy	9,707 +9	+0.1%	+$280	0.01%	204
2025 Q4	$316K	Buy	9,698 +6	+0.1%	+$195	0.01%	196
2025 Q3	$309K	Buy	9,692 +7	+0.1%	+$213	0.01%	194
2025 Q2	$283K	Buy	9,685 +17	+0.2%	+$449	0.01%	200
2025 Q1	$242K	Buy	+9,668	New	+$265K	0.01%	197
2021 Q2	–	Sell	-13,144	Closed	-$213K	–	200
2021 Q1	$213K	Sell	13,144 -8,368	-39%	-$136K	0.01%	191
2020 Q4	$345K	Buy	21,512 +1,200	+6%	+$18.2K	0.01%	156
2020 Q3	$292K	Sell	20,312 -800	-4%	-$11.2K	0.01%	155
2020 Q2	$268K	Sell	21,112 -656	-3%	-$7.65K	0.01%	159
2020 Q1	$217K	Buy	21,768 +656	+3%	+$7.48K	0.01%	165
2019 Q4	$245K	Hold	21,112	–	–	0.01%	172
2019 Q3	$222K	Sell	21,112 -800	-4%	-$8.43K	0.01%	176
2019 Q2	$228K	Hold	21,912	–	–	0.01%	177
2019 Q1	$218K	Sell	21,912 -12,800	-37%	-$121K	0.01%	173
2018 Q4	$299K	Buy	34,712 +4,800	+16%	+$44.7K	0.01%	156
2018 Q3	$307K	Hold	29,912	–	–	0.01%	156
2018 Q2	$283K	Sell	29,912 -2,400	-7%	-$22.3K	0.01%	160
2018 Q1	$290K	Hold	32,312	–	–	0.01%	164
2017 Q4	$286K	Sell	32,312 -7,928	-20%	-$68.1K	0.01%	159
2017 Q3	$332K	Sell	40,240 -2,704	-6%	-$21.9K	0.02%	141
2017 Q2	$339K	Hold	42,944	–	–	0.02%	140
2017 Q1	$325K	Sell	42,944 -1,192	-3%	-$8.81K	0.02%	139
2016 Q4	$308K	Buy	44,136 +2,704	+7%	+$18.7K	0.02%	137
2016 Q3	$287K	Sell	41,432 -19,488	-32%	-$134K	0.02%	138
2016 Q2	$400K	Sell	60,920 -7,552	-11%	-$49.6K	0.02%	123
2016 Q1	$449K	Sell	68,472 -1,600	-2%	-$9.92K	0.03%	117
2015 Q4	$463K	Sell	70,072 -15,200	-18%	-$101K	0.03%	113
2015 Q3	$533K	Sell	85,272 -2,000	-2%	-$13.3K	0.03%	108
2015 Q2	$585K	Buy	87,272 +53,528	+159%	+$365K	0.03%	106
2015 Q1	$227K	Sell	33,744 -24,888	-42%	-$165K	0.01%	146
2014 Q4	$380K	Buy	+58,632	New	+$369K	0.02%	126

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

Vaughan David Investments's SCHG Position: Q2 2026 in Review

Vaughan David Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 52% in Q2 2026, buying an estimated $167K and bringing the position to 14,732 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #181.

Vaughan David Investments first reported a position in SCHG in Q4 2014 and has held it in 32 quarters since. The position peaked at $585K in Q2 2015. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Vaughan David Investments held 14,732 shares of Schwab US Large-Cap Growth ETF worth $499K as of Q2 2026.
Vaughan David Investments bought 5,025 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $167K.
Schwab US Large-Cap Growth ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #181 holding.
Vaughan David Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 32 quarters since.
Vaughan David Investments's Schwab US Large-Cap Growth ETF position peaked at $585K in Q2 2015.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.