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

WealthShield Partners’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 		$195K Sell
5,748
-506,485
-99% -$16.8M 0.03% 233
2026
Q1 		$14.9M Sell
512,233
-5,935
-1% -$184K 1.66% 8
2025
Q4 		$16.9M Sell
518,168
-27,700
-5% -$901K 1.86% 8
2025
Q3 		$17.4M Sell
545,868
-34,787
-6% -$1.06M 1.98% 7
2025
Q2 		$17M Sell
580,655
-624
-0.1% -$16.5K 2.05% 3
2025
Q1 		$14.6M Buy
581,279
+9,782
+2% +$268K 1.87% 5
2024
Q4 		$15.9M Sell
571,497
-25,419
-4% -$695K 2.26% 3
2024
Q3 		$15.5M Sell
596,916
-34,116
-5% -$859K 2.11% 3
2024
Q2 		$15.9M Sell
631,032
-6,452
-1% -$152K 2.43% 3
2024
Q1 		$14.8M Sell
637,484
-70,864
-10% -$1.57M 2.39% 3
2023
Q4 		$14.7M Buy
708,348
+30,452
+4% +$589K 2.42% 4
2023
Q3 		$12.3M Sell
677,896
-69,044
-9% -$1.3M 1.86% 7
2023
Q2 		$14M Buy
746,940
+21,508
+3% +$369K 2.11% 6
2023
Q1 		$11.8M Buy
725,432
+22,724
+3% +$345K 1.9% 6
2022
Q4 		$9.76M Buy
702,708
+48,688
+7% +$700K 1.87% 8
2022
Q3 		$9.13M Sell
654,020
-10,212
-2% -$160K 1.81% 8
2022
Q2 		$9.63M Buy
664,232
+40,636
+7% +$650K 1.91% 8
2022
Q1 		$11.7M Buy
+623,596
New +$11.4M 1.87% 7
2021
Q3 		– Sell
-1,792
Closed -$33K – 638
2021
Q2 		$33K Buy
1,792
+240
+15% +$4.15K 0.01% 564
2021
Q1 		$25K Buy
+1,552
New +$25.3K ﹤0.01% 613

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

WealthShield Partners's SCHG Position: Q2 2026 in Review

WealthShield Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 99% in Q2 2026, selling an estimated $16.8M and leaving 5,748 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #233.

WealthShield Partners first reported a position in SCHG in Q1 2021 and has held it in 20 quarters since. The position peaked at $17.4M in Q3 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • WealthShield Partners held 5,748 shares of Schwab US Large-Cap Growth ETF worth $195K as of Q2 2026.
  • WealthShield Partners sold 506,485 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $16.8M.
  • Schwab US Large-Cap Growth ETF made up 0.03% of WealthShield Partners's portfolio in Q2 2026, its #233 holding.
  • WealthShield Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • WealthShield Partners's Schwab US Large-Cap Growth ETF position peaked at $17.4M in Q3 2025.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.