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Wilmington Savings Fund Society’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-118
Closed -$3.44K – 1544
2026
Q1 		$3.44K Buy
+118
New +$3.67K ﹤0.01% 1301
2024
Q3 		– Sell
-8,004
Closed -$202K – 2073
2024
Q2 		$202K Buy
+8,004
New +$189K 0.01% 351

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Financial Engines Advisors
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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

Wilmington Savings Fund Society's SCHG Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 118 shares — an estimated $3.44K sold.

Wilmington Savings Fund Society first reported a position in SCHG in Q2 2024 and held it in 2 quarters. The position peaked at $202K in Q2 2024. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Wilmington Savings Fund Society reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 118 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.44K.
  • Wilmington Savings Fund Society first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Schwab US Large-Cap Growth ETF position peaked at $202K in Q2 2024.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.