West Paces Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

West Paces Advisors’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	$57.8K	Hold	1,708	–	–	0.01%	260
2026 Q1	$49.8K	Hold	1,708	–	–	0.01%	177
2025 Q4	$55.7K	Hold	1,708	–	–	0.01%	173
2025 Q3	$54.5K	Sell	1,708 -800	-32%	-$24.4K	0.01%	166
2025 Q2	$73.3K	Buy	2,508 +800	+47%	+$21.2K	0.02%	164
2025 Q1	$42.8K	Hold	1,708	–	–	0.01%	245
2024 Q4	$47.6K	Hold	1,708	–	–	0.01%	238
2024 Q3	$44.5K	Hold	1,708	–	–	0.01%	250
2024 Q2	$43.1K	Hold	1,708	–	–	0.01%	235
2024 Q1	$39.6K	Hold	1,708	–	–	0.01%	256
2023 Q4	$35.4K	Hold	1,708	–	–	0.01%	256
2023 Q3	$31.1K	Hold	1,708	–	–	0.01%	255
2023 Q2	$32K	Sell	1,708 -40	-2%	-$686	0.01%	262
2023 Q1	$28.5K	Hold	1,748	–	–	0.01%	273
2022 Q4	$24.3K	Hold	1,748	–	–	0.01%	273
2022 Q3	$24.4K	Buy	+1,748	New	+$27.4K	0.01%	264

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

West Paces Advisors's SCHG Position: Q2 2026 in Review

West Paces Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,708 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #260.

West Paces Advisors first reported a position in SCHG in Q3 2022 and has held it in 16 quarters since. The position peaked at $73.3K in Q2 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

West Paces Advisors held 1,708 shares of Schwab US Large-Cap Growth ETF worth $57.8K as of Q2 2026.
West Paces Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #260 holding.
West Paces Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
West Paces Advisors's Schwab US Large-Cap Growth ETF position peaked at $73.3K in Q2 2025.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.