Schwab US Large-Cap Growth ETF (SCHG)

The article details Global X Nasdaq-100 Income Edge ETF's holding history for Schwab U.S. Large-Cap Growth ETF (SCHG). As of April 30, 2026, the ETF held 1,211 shares of SCHG, valued at $39,850, representing 2.12% of its portfolio. The initial trade occurred in Q2 2026, and the estimated gain on this investment is $5,370.79, a 14.39% return.

The article discusses how the Schwab U.S. Large-Cap Growth ETF (SCHG) significantly outperformed the S&P 500 over the past decade, returning 445% compared to SPY's 254%. However, in 2026, SCHG is lagging, up only 9% year-to-date, while SPY returned 13% and QQQ nearly 19%. The author explains that SCHG's concentrated holdings in megacap growth names, which drove past success, are now causing it to underperform as the market rally broadens. The article advises that this underperformance is not a problem for long-term accumulators, as lower prices mean more shares purchased, but poses a "sequence-of-returns risk" for those near retirement.

The article analyzes why the Schwab U.S. Large-Cap Growth ETF (SCHG), which significantly outperformed the S&P 500 over the past decade, is lagging in 2026. While SCHG's concentrated holdings in megacap growth companies benefited long-term dollar-cost averagers, its underperformance this year due to a broadened market rally means it's buying fewer shares compared to a broader index like SPY. The author advises that SCHG's current dip is beneficial for long-term accumulators but poses a risk for those nearing retirement due to sequence-of-returns risk.

This article details HALL CAPITAL MANAGEMENT CO INC's historical holdings in the Schwab U.S. Large-Cap Growth ETF (SCHG). As of June 30, 2026, the firm holds 152,111 shares valued at $5.15 million, representing 1.6% of its portfolio. HALL CAPITAL MANAGEMENT CO INC has made two purchases and one sale of SCHG since Q4 2024, resulting in an estimated gain of $410,334.18, or 8.18%.

This article compares three major large-cap growth ETFs: SCHG, QQQ, and VUG, evaluating their performance, index construction, and concentration profiles over the past decade to determine which is best positioned for the next ten years. It concludes that QQQ has the strongest claim as the winner due to its long-run track record and pure exposure to innovation-heavy Nasdaq names, despite its higher expense ratio and UIT structure. SCHG offers broader exposure including earlier-stage AI companies, while VUG provides a cost-effective, diversified mega-cap growth basket.