Windsor Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Windsor Advisory Group’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	$1.23M	Sell	36,469 -766	-2%	-$25.4K	0.9%	23
2026 Q1	$1.08M	Buy	37,235 +13,591	+57%	+$422K	0.91%	24
2025 Q4	$771K	Hold	23,644	–	–	0.69%	25
2025 Q3	$754K	Hold	23,644	–	–	0.67%	27
2025 Q2	$691K	Sell	23,644 -5,576	-19%	-$147K	0.98%	20
2025 Q1	$732K	Sell	29,220 -710	-2%	-$19.4K	0.95%	20
2024 Q4	$834K	Buy	29,930 +710	+2%	+$19.4K	0.97%	20
2024 Q3	$761K	Sell	29,220 -4,964	-15%	-$125K	0.86%	25
2024 Q2	$862K	Hold	34,184	–	–	1.73%	16
2024 Q1	$792K	Hold	34,184	–	–	2.23%	15
2023 Q4	$709K	Hold	34,184	–	–	2.11%	13
2023 Q3	$621K	Hold	34,184	–	–	1.48%	18
2023 Q2	$641K	Hold	34,184	–	–	1.58%	17
2023 Q1	$557K	Hold	34,184	–	–	1.33%	20
2022 Q4	$475K	Buy	+34,184	New	+$491K	1.26%	22

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

Windsor Advisory Group's SCHG Position: Q2 2026 in Review

Windsor Advisory Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q2 2026, selling an estimated $25.4K and leaving 36,469 shares worth $1.23M. The position accounts for 0.9% of the portfolio, ranked #23.

Windsor Advisory Group first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Windsor Advisory Group held 36,469 shares of Schwab US Large-Cap Growth ETF worth $1.23M as of Q2 2026.
Windsor Advisory Group sold 766 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $25.4K.
Schwab US Large-Cap Growth ETF made up 0.9% of Windsor Advisory Group's portfolio in Q2 2026, its #23 holding.
Windsor Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.