Wealthspire Advisors (New York)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wealthspire Advisors (New York)’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	$7.06M	Buy	208,719 +81,969	+65%	+$2.72M	0.04%	215
2026 Q1	$3.69M	Sell	126,750 -9,812	-7%	-$305K	0.03%	195
2025 Q4	$4.45M	Sell	136,562 -60,946	-31%	-$1.98M	0.04%	174
2025 Q3	$6.3M	Buy	197,508 +3,812	+2%	+$116K	0.03%	144
2025 Q2	$5.66M	Buy	193,696 +6,064	+3%	+$160K	0.03%	153
2025 Q1	$4.7M	Buy	187,632 +94,782	+102%	+$2.6M	0.03%	166
2024 Q4	$2.59M	Buy	92,850 +4,518	+5%	+$124K	0.03%	214
2024 Q3	$2.3M	Buy	88,332 +57,440	+186%	+$1.45M	0.02%	229
2024 Q2	$779K	Buy	30,892 +1,216	+4%	+$28.7K	0.01%	353
2024 Q1	$688K	Sell	29,676 -13,796	-32%	-$305K	0.01%	368
2023 Q4	$902K	Buy	43,472 +11,760	+37%	+$227K	0.01%	329
2023 Q3	$577K	Buy	31,712 +860	+3%	+$16.2K	0.01%	367
2023 Q2	$578K	Buy	30,852 +12	+0%	+$206	0.01%	337
2023 Q1	$502K	Buy	30,840 +12	+0%	+$182	0.01%	357
2022 Q4	$428K	Sell	30,828 -12	-0%	-$173	0.01%	394
2022 Q3	$430K	Buy	30,840 +12	+0%	+$188	0.01%	363
2022 Q2	$447K	Buy	30,828 +15,208	+97%	+$243K	0.01%	333
2022 Q1	$292K	Sell	15,620 -1,132	-7%	-$20.6K	0.01%	352
2021 Q4	$343K	Sell	16,752 -13,656	-45%	-$273K	0.01%	395
2021 Q3	$563K	Buy	30,408 +14,280	+89%	+$272K	0.01%	336
2021 Q2	$294K	Sell	16,128 -112	-0.7%	-$1.94K	0.01%	297
2021 Q1	$263K	Buy	16,240 +96	+0.6%	+$1.56K	0.01%	594
2020 Q4	$259K	Buy	+16,144	New	+$245K	0.01%	483
2020 Q2	–	Sell	-32,256	Closed	-$321K	–	483
2020 Q1	$321K	Buy	+32,256	New	+$368K	0.01%	368

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealthspire Advisors (New York)'s SCHG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 65% in Q2 2026, buying an estimated $2.72M and bringing the position to 208,719 shares worth $7.06M. The position accounts for 0.04% of the portfolio, ranked #215.

Wealthspire Advisors (New York) first reported a position in SCHG in Q1 2020 and has held it in 24 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wealthspire Advisors (New York) held 208,719 shares of Schwab US Large-Cap Growth ETF worth $7.06M as of Q2 2026.
Wealthspire Advisors (New York) bought 81,969 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.72M.
Schwab US Large-Cap Growth ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #215 holding.
Wealthspire Advisors (New York) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.