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Y.D. More Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Y.D. More Investments’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 		$25.4K Sell
750
-372
-33% -$12.3K ﹤0.01% 354
2026
Q1 		$31.8K Hold
1,122
– – ﹤0.01% 327
2025
Q4 		$36.6K Hold
1,122
– – ﹤0.01% 310
2025
Q3 		$35.8K Hold
1,122
– – ﹤0.01% 313
2025
Q2 		$32.8K Sell
1,122
-298
-21% -$7.88K ﹤0.01% 327
2025
Q1 		$35.6K Buy
1,420
+548
+63% +$15K ﹤0.01% 326
2024
Q4 		$24.3K Hold
872
– – ﹤0.01% 332
2024
Q3 		$22.7K Buy
+872
New +$21.9K ﹤0.01% 330
2024
Q2 		– Sell
-652
Closed -$15K – 465
2024
Q1 		$15K Hold
652
– – ﹤0.01% 300
2023
Q4 		$13.4K Buy
+652
New +$12.6K ﹤0.01% 308

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

Y.D. More Investments's SCHG Position: Q2 2026 in Review

Y.D. More Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 33% in Q2 2026, selling an estimated $12.3K and leaving 750 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Y.D. More Investments first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $36.6K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Y.D. More Investments held 750 shares of Schwab US Large-Cap Growth ETF worth $25.4K as of Q2 2026.
  • Y.D. More Investments sold 372 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $12.3K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #354 holding.
  • Y.D. More Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Y.D. More Investments's Schwab US Large-Cap Growth ETF position peaked at $36.6K in Q4 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.