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YANKCOM Partnership’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

YANKCOM Partnership’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 		$123K Hold
3,628
– – 0.04% 168
2026
Q1 		$106K Sell
3,628
-980
-21% -$30.5K 0.04% 167
2025
Q4 		$150K Hold
4,608
– – 0.06% 154
2025
Q3 		$147K Hold
4,608
– – 0.07% 152
2025
Q2 		$135K Hold
4,608
– – 0.07% 153
2025
Q1 		$115K Hold
4,608
– – 0.06% 153
2024
Q4 		$128K Buy
+4,608
New +$126K 0.07% 143

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

YANKCOM Partnership's SCHG Position: Q2 2026 in Review

YANKCOM Partnership held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 3,628 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #168.

YANKCOM Partnership first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $150K in Q4 2025. 1,150 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • YANKCOM Partnership held 3,628 shares of Schwab US Large-Cap Growth ETF worth $123K as of Q2 2026.
  • YANKCOM Partnership left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.04% of YANKCOM Partnership's portfolio in Q2 2026, its #168 holding.
  • YANKCOM Partnership first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • YANKCOM Partnership's Schwab US Large-Cap Growth ETF position peaked at $150K in Q4 2025.
  • 1,150 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.