WPG Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WPG Advisers’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	$3.03M	Sell	89,641 -156,891	-64%	-$5.2M	1.78%	13
2026 Q1	$7.18M	Buy	246,532 +16,932	+7%	+$526K	5.29%	4
2025 Q4	$7.49M	Buy	229,600 +62,160	+37%	+$2.02M	5.56%	3
2025 Q3	$5.34M	Buy	167,440 +14,448	+9%	+$440K	4.14%	4
2025 Q2	$4.47M	Buy	152,992 +56,467	+58%	+$1.49M	3.77%	4
2025 Q1	$2.42M	Buy	96,525 +68,842	+249%	+$1.89M	2.25%	8
2024 Q4	$772K	Buy	+27,683	New	+$757K	0.72%	23

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

WPG Advisers's SCHG Position: Q2 2026 in Review

WPG Advisers reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 64% in Q2 2026, selling an estimated $5.2M and leaving 89,641 shares worth $3.03M. The position accounts for 1.78% of the portfolio, ranked #13.

WPG Advisers first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.49M in Q4 2025. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

WPG Advisers held 89,641 shares of Schwab US Large-Cap Growth ETF worth $3.03M as of Q2 2026.
WPG Advisers sold 156,891 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.2M.
Schwab US Large-Cap Growth ETF made up 1.78% of WPG Advisers's portfolio in Q2 2026, its #13 holding.
WPG Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Schwab US Large-Cap Growth ETF position peaked at $7.49M in Q4 2025.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.