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Wealth Effects’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wealth Effects’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 		$502K Buy
14,828
+1,510
+11% +$50K 0.14% 132
2026
Q1 		$388K Hold
13,318
– – 0.14% 136
2025
Q4 		$434K Buy
13,318
+110
+0.8% +$3.58K 0.14% 119
2025
Q3 		$421K Buy
13,208
+120
+0.9% +$3.66K 0.14% 123
2025
Q2 		$382K Sell
13,088
-1,140
-8% -$30.1K 0.14% 119
2025
Q1 		$356K Sell
14,228
-100
-0.7% -$2.74K 0.15% 124
2024
Q4 		$399K Buy
14,328
+1,300
+10% +$35.6K 0.14% 130
2024
Q3 		$339K Buy
13,028
+900
+7% +$22.6K 0.12% 147
2024
Q2 		$306K Buy
12,128
+2,716
+29% +$64.1K 0.11% 147
2024
Q1 		$218K Buy
+9,412
New +$208K 0.08% 188

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Effects's SCHG Position: Q2 2026 in Review

Wealth Effects increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, buying an estimated $50K and bringing the position to 14,828 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #132.

Wealth Effects first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Wealth Effects held 14,828 shares of Schwab US Large-Cap Growth ETF worth $502K as of Q2 2026.
  • Wealth Effects bought 1,510 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $50K.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Wealth Effects's portfolio in Q2 2026, its #132 holding.
  • Wealth Effects first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.