Y-Intercept (HK)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Y-Intercept (HK)’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	-8,989	Closed	-$262K	–	2110
2026 Q1	$262K	Buy	+8,989	New	+$279K	0.01%	1399
2025 Q2	–	Sell	-29,502	Closed	-$739K	–	1969
2025 Q1	$739K	Buy	29,502 +1,517	+5%	+$41.5K	0.05%	532
2024 Q4	$780K	Buy	+27,985	New	+$765K	0.05%	531
2024 Q1	–	Sell	-93,636	Closed	-$1.94M	–	1714
2023 Q4	$1.94M	Buy	+93,636	New	+$1.81M	0.18%	133
2023 Q2	–	Sell	-20,824	Closed	-$339K	–	1666
2023 Q1	$339K	Buy	+20,824	New	+$316K	0.04%	717
2022 Q3	–	Sell	-29,000	Closed	-$420K	–	1233
2022 Q2	$420K	Buy	+29,000	New	+$464K	0.06%	478
2021 Q4	–	Sell	-23,712	Closed	-$439K	–	850
2021 Q3	$439K	Buy	+23,712	New	+$452K	0.08%	363

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

Y-Intercept (HK)'s SCHG Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 8,989 shares — an estimated $262K sold.

Y-Intercept (HK) first reported a position in SCHG in Q3 2021 and held it in 7 quarters. The position peaked at $1.94M in Q4 2023. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Y-Intercept (HK) reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 8,989 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $262K.
Y-Intercept (HK) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and held it in 7 quarters.
Y-Intercept (HK)'s Schwab US Large-Cap Growth ETF position peaked at $1.94M in Q4 2023.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.