VestGen Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

VestGen Advisors’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	$1.81M	Sell	53,594 -43,292	-45%	-$1.43M	0.05%	325
2026 Q1	$3.3M	Buy	96,886 +83,906	+646%	+$2.61M	0.09%	204
2025 Q4	$423K	Sell	12,980 -29,428	-69%	-$957K	0.02%	517
2025 Q3	$1.35M	Hold	42,408	–	–	0.05%	322
2025 Q2	$1.24M	Hold	42,408	–	–	0.05%	296
2025 Q1	$1.06M	Buy	+42,408	New	+$1.16M	0.05%	303

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

VestGen Advisors's SCHG Position: Q2 2026 in Review

VestGen Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 45% in Q2 2026, selling an estimated $1.43M and leaving 53,594 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #325.

VestGen Advisors first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.3M in Q1 2026. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

VestGen Advisors held 53,594 shares of Schwab US Large-Cap Growth ETF worth $1.81M as of Q2 2026.
VestGen Advisors sold 43,292 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.43M.
Schwab US Large-Cap Growth ETF made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #325 holding.
VestGen Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.3M in Q1 2026.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.