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

WealthCollab’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	$88.7K	Hold	2,621	–	–	0.03%	172
2026 Q1	$76.3K	Hold	2,621	–	–	0.03%	158
2025 Q4	$85.5K	Buy	2,621 +1,621	+162%	+$52.7K	0.04%	151
2025 Q3	$31.9K	Hold	1,000	–	–	0.01%	270
2025 Q2	$29.2K	Hold	1,000	–	–	0.02%	269
2025 Q1	$25K	Hold	1,000	–	–	0.02%	277
2024 Q4	$27.9K	Hold	1,000	–	–	0.02%	251
2024 Q3	$26K	Hold	1,000	–	–	0.02%	267
2024 Q2	$25.2K	Hold	1,000	–	–	0.02%	255
2024 Q1	$23.2K	Hold	1,000	–	–	0.02%	277
2023 Q4	$20.7K	Buy	+1,000	New	+$19.3K	0.02%	269

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

WealthCollab's SCHG Position: Q2 2026 in Review

WealthCollab held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 2,621 shares worth $88.7K. The position accounts for 0.03% of the portfolio, ranked #172.

WealthCollab first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

WealthCollab held 2,621 shares of Schwab US Large-Cap Growth ETF worth $88.7K as of Q2 2026.
WealthCollab left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of WealthCollab's portfolio in Q2 2026, its #172 holding.
WealthCollab first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.