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

Vestmark Advisory Solutions’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	$14.1M	Buy	417,289 +291,007	+230%	+$9.64M	0.13%	166
2026 Q1	$3.68M	Buy	126,282 +32,473	+35%	+$1.01M	0.04%	423
2025 Q4	$3.06M	Sell	93,809 -150,664	-62%	-$4.9M	0.04%	444
2025 Q3	$7.8M	Buy	244,473 +68,529	+39%	+$2.09M	0.15%	143
2025 Q2	$5.14M	Buy	175,944 +97,686	+125%	+$2.58M	0.07%	194
2025 Q1	$1.96M	Buy	+78,258	New	+$2.14M	0.05%	322

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

Vestmark Advisory Solutions's SCHG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 230% in Q2 2026, buying an estimated $9.64M and bringing the position to 417,289 shares worth $14.1M. The position accounts for 0.13% of the portfolio, ranked #166.

Vestmark Advisory Solutions first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Vestmark Advisory Solutions held 417,289 shares of Schwab US Large-Cap Growth ETF worth $14.1M as of Q2 2026.
Vestmark Advisory Solutions bought 291,007 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.64M.
Schwab US Large-Cap Growth ETF made up 0.13% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #166 holding.
Vestmark Advisory Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.