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

Win 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 		– Sell
-76,879
Closed -$2.24M – 109
2026
Q1 		$2.24M Sell
76,879
-316,569
-80% -$9.84M 1.02% 24
2025
Q4 		$12.8M Sell
393,448
-314,123
-44% -$10.2M 5.45% 5
2025
Q3 		$22.6M Sell
707,571
-88,385
-11% -$2.69M 10.99% 1
2025
Q2 		$23.2M Buy
795,956
+644,597
+426% +$17M 11.21% 1
2025
Q1 		$3.79M Sell
151,359
-64,457
-30% -$1.77M 1.95% 17
2024
Q4 		$6.01M Buy
+215,816
New +$5.9M 2.91% 13
2024
Q3 		– Sell
-656,444
Closed -$16.5M – 79
2024
Q2 		$16.5M Buy
656,444
+186,292
+40% +$4.39M 7.39% 1
2024
Q1 		$10.9M Buy
470,152
+403,240
+603% +$8.92M 4.8% 11
2023
Q4 		$1.39M Sell
66,912
-1,443,320
-96% -$27.9M 0.63% 33
2023
Q3 		$27.5M Buy
1,510,232
+1,373,144
+1,002% +$25.8M 13.45% 1
2023
Q2 		$2.08M Sell
137,088
-215,172
-61% -$3.69M 2.78% 7
2023
Q1 		$5.75M Buy
352,260
+351,504
+46,495% +$5.34M 2.28% 2
2022
Q4 		$10.5K Sell
756
-608
-45% -$8.74K ﹤0.01% 102
2022
Q3 		$19K Sell
1,364
-3,016
-69% -$47.2K 0.01% 69
2022
Q2 		$64K Sell
4,380
-1,470,364
-100% -$23.5M 0.13% 37
2022
Q1 		$27.6M Buy
1,474,744
+1,373,448
+1,356% +$25M 7.24% 1
2021
Q4 		$2.07M Buy
+101,296
New +$2.02M 0.47% 29

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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

Win Advisors's SCHG Position: Q2 2026 in Review

Win Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 76,879 shares — an estimated $2.24M sold.

Win Advisors first reported a position in SCHG in Q4 2021 and held it in 17 quarters. The position peaked at $27.6M in Q1 2022. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Win Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Win Advisors sold 76,879 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.24M.
  • Win Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 17 quarters.
  • Win Advisors's Schwab US Large-Cap Growth ETF position peaked at $27.6M in Q1 2022.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.