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

Wedbush Securities’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	$806K	Sell	23,825 -9,506	-29%	-$315K	0.02%	554
2026 Q1	$971K	Sell	33,331 -1,408	-4%	-$43.8K	0.03%	462
2025 Q4	$1.13M	Buy	34,739 +8,599	+33%	+$280K	0.03%	409
2025 Q3	$834K	Buy	26,140 +12,490	+92%	+$381K	0.03%	483
2025 Q2	$399K	Buy	13,650 +5,170	+61%	+$137K	0.01%	714
2025 Q1	$212K	Sell	8,480 -704	-8%	-$19.3K	0.01%	984
2024 Q4	$256K	Buy	9,184 +424	+5%	+$11.6K	0.01%	902
2024 Q3	$228K	Sell	8,760 -1,040	-11%	-$26.2K	0.01%	938
2024 Q2	$247K	Sell	9,800 -140	-1%	-$3.3K	0.01%	968
2024 Q1	$230K	Sell	9,940 -1,060	-10%	-$23.4K	0.01%	1019
2023 Q4	$228K	Buy	+11,000	New	+$213K	0.01%	895
2023 Q3	–	Sell	-11,264	Closed	-$211K	–	1096
2023 Q2	$211K	Buy	+11,264	New	+$193K	0.01%	910
2022 Q1	–	Sell	-10,592	Closed	-$217K	–	1192
2021 Q4	$217K	Buy	+10,592	New	+$212K	0.01%	1029
2021 Q2	–	Sell	-14,352	Closed	-$233K	–	1186
2021 Q1	$233K	Buy	14,352 +1,648	+13%	+$26.8K	0.01%	927
2020 Q4	$204K	Buy	+12,704	New	+$193K	0.02%	784

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

Wedbush Securities's SCHG Position: Q2 2026 in Review

Wedbush Securities reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 29% in Q2 2026, selling an estimated $315K and leaving 23,825 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #554.

Wedbush Securities first reported a position in SCHG in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Wedbush Securities held 23,825 shares of Schwab US Large-Cap Growth ETF worth $806K as of Q2 2026.
Wedbush Securities sold 9,506 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $315K.
Schwab US Large-Cap Growth ETF made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #554 holding.
Wedbush Securities first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 15 quarters since.
Wedbush Securities's Schwab US Large-Cap Growth ETF position peaked at $1.13M in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.