White Knight Strategic Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

White Knight Strategic Wealth 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	$355K	Sell	10,500 -15,200	-59%	-$504K	0.25%	66
2026 Q1	$749K	Hold	25,700	–	–	0.63%	34
2025 Q4	$838K	Hold	25,700	–	–	0.61%	35
2025 Q3	$820K	Buy	+25,700	New	+$783K	0.65%	34

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

White Knight Strategic Wealth Advisors's SCHG Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 59% in Q2 2026, selling an estimated $504K and leaving 10,500 shares worth $355K. The position accounts for 0.25% of the portfolio, ranked #66.

White Knight Strategic Wealth Advisors first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $838K in Q4 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

White Knight Strategic Wealth Advisors held 10,500 shares of Schwab US Large-Cap Growth ETF worth $355K as of Q2 2026.
White Knight Strategic Wealth Advisors sold 15,200 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $504K.
Schwab US Large-Cap Growth ETF made up 0.25% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #66 holding.
White Knight Strategic Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
White Knight Strategic Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $838K in Q4 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.