ZIM
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Zacks Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Zacks Investment Management’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 		$419K Sell
12,377
-112
-0.9% -$3.71K ﹤0.01% 537
2026
Q1 		$364K Sell
12,489
-44
-0.4% -$1.37K ﹤0.01% 547
2025
Q4 		$409K Sell
12,533
-703
-5% -$22.9K ﹤0.01% 536
2025
Q3 		$422K Buy
13,236
+308
+2% +$9.39K ﹤0.01% 521
2025
Q2 		$378K Sell
12,928
-13,250
-51% -$350K ﹤0.01% 522
2025
Q1 		$655K Buy
26,178
+12,330
+89% +$338K 0.01% 441
2024
Q4 		$386K Sell
13,848
-660
-5% -$18.1K ﹤0.01% 519
2024
Q3 		$378K Sell
14,508
-440
-3% -$11.1K ﹤0.01% 523
2024
Q2 		$377K Sell
14,948
-1,860
-11% -$43.9K ﹤0.01% 485
2024
Q1 		$390K Sell
16,808
-80
-0.5% -$1.77K ﹤0.01% 506
2023
Q4 		$350K Sell
16,888
-1,360
-7% -$26.3K ﹤0.01% 507
2023
Q3 		$332K Sell
18,248
-124
-0.7% -$2.33K ﹤0.01% 494
2023
Q2 		$344K Buy
18,372
+44
+0.2% +$754 ﹤0.01% 506
2023
Q1 		$299K Sell
18,328
-1,504
-8% -$22.8K ﹤0.01% 519
2022
Q4 		$275K Sell
19,832
-556
-3% -$7.99K ﹤0.01% 512
2022
Q3 		$284K Sell
20,388
-248
-1% -$3.88K ﹤0.01% 493
2022
Q2 		$299K Buy
20,636
+8
+0% +$128 ﹤0.01% 489
2022
Q1 		$386K Buy
20,628
+2,140
+12% +$39K 0.01% 479
2021
Q4 		$378K Buy
18,488
+5,440
+42% +$109K 0.01% 501
2021
Q3 		$242K Sell
13,048
-7,096
-35% -$135K ﹤0.01% 558
2021
Q2 		$367K Sell
20,144
-648
-3% -$11.2K 0.01% 489
2021
Q1 		$337K Sell
20,792
-3,288
-14% -$53.5K 0.01% 448
2020
Q4 		$386K Buy
24,080
+568
+2% +$8.61K 0.01% 443
2020
Q3 		$338K Sell
23,512
-696
-3% -$9.7K 0.01% 444
2020
Q2 		$307K Sell
24,208
-448
-2% -$5.22K 0.01% 441
2020
Q1 		$245K Sell
24,656
-1,664
-6% -$19K 0.01% 448
2019
Q4 		$306K Sell
26,320
-848
-3% -$9.35K 0.01% 487
2019
Q3 		$285K Sell
27,168
-2,624
-9% -$27.7K 0.01% 479
2019
Q2 		$310K Buy
29,792
+1,784
+6% +$18.1K 0.01% 485
2019
Q1 		$278K Buy
+28,008
New +$265K 0.01% 494
2018
Q4 		– Sell
-25,560
Closed -$262K – 577
2018
Q3 		$262K Sell
25,560
-3,208
-11% -$32K 0.01% 474
2018
Q2 		$273K Buy
28,768
+4,544
+19% +$42.3K 0.01% 488
2018
Q1 		$217K Sell
24,224
-1,360
-5% -$12.5K ﹤0.01% 491
2017
Q4 		$226K Sell
25,584
-3,928
-13% -$33.8K ﹤0.01% 515
2017
Q3 		$244K Buy
29,512
+864
+3% +$7.01K 0.01% 490
2017
Q2 		$226K Buy
28,648
+288
+1% +$2.25K 0.01% 519
2017
Q1 		$214K Buy
+28,360
New +$210K 0.01% 566
2016
Q4 		– Sell
-29,032
Closed -$201K – 720
2016
Q3 		$201K Buy
+29,032
New +$199K 0.01% 605
2016
Q1 		– Sell
-34,720
Closed -$229K – 674
2015
Q4 		$229K Sell
34,720
-928
-3% -$6.19K 0.01% 502
2015
Q3 		$223K Sell
35,648
-6,184
-15% -$41.2K 0.01% 535
2015
Q2 		$281K Buy
41,832
+5,208
+14% +$35.5K 0.01% 544
2015
Q1 		$247K Buy
36,624
+4,248
+13% +$28.2K 0.01% 551
2014
Q4 		$210K Buy
+32,376
New +$204K 0.01% 590

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

Zacks Investment Management's SCHG Position: Q2 2026 in Review

Zacks Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.9% in Q2 2026, selling an estimated $3.71K and leaving 12,377 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Zacks Investment Management first reported a position in SCHG in Q4 2014 and has held it in 43 quarters since. The position peaked at $655K in Q1 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Zacks Investment Management held 12,377 shares of Schwab US Large-Cap Growth ETF worth $419K as of Q2 2026.
  • Zacks Investment Management sold 112 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.71K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #537 holding.
  • Zacks Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 43 quarters since.
  • Zacks Investment Management's Schwab US Large-Cap Growth ETF position peaked at $655K in Q1 2025.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.