Yanni & Associates Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Yanni & Associates Investment Advisors’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	$1.04M	Sell	30,710 -1,128	-4%	-$37.4K	0.96%	16
2026 Q1	$927K	Sell	31,838 -1,147	-3%	-$35.7K	0.96%	16
2025 Q4	$1.08M	Buy	+32,985	New	+$1.07M	1.08%	17

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

Yanni & Associates Investment Advisors's SCHG Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q2 2026, selling an estimated $37.4K and leaving 30,710 shares worth $1.04M. The position accounts for 0.96% of the portfolio, ranked #16.

Yanni & Associates Investment Advisors first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 1,662 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Yanni & Associates Investment Advisors held 30,710 shares of Schwab US Large-Cap Growth ETF worth $1.04M as of Q2 2026.
Yanni & Associates Investment Advisors sold 1,128 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $37.4K.
Schwab US Large-Cap Growth ETF made up 0.96% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #16 holding.
Yanni & Associates Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
Yanni & Associates Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.08M in Q4 2025.
1,662 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.