Accelerate Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Accelerate 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 Q1	$292K	Buy	10,019 +224	+2%	+$6.96K	0.19%	85
2025 Q4	$320K	Buy	9,795 +5	+0.1%	+$163	0.22%	70
2025 Q3	$312K	Sell	9,790 -3,044	-24%	-$92.8K	0.21%	71
2025 Q2	$375K	Sell	12,834 -96	-0.7%	-$2.54K	0.28%	58
2025 Q1	$324K	Sell	12,930 -9,512	-42%	-$261K	0.27%	63
2024 Q4	$625K	Buy	22,442 +14	+0.1%	+$383	0.55%	31
2024 Q3	$584K	Buy	+22,428	New	+$564K	0.57%	32

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Accelerate Investment Advisors's SCHG Position: Q1 2026 in Review

Accelerate Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q1 2026, buying an estimated $6.96K and bringing the position to 10,019 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #85.

Accelerate Investment Advisors first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $625K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Accelerate Investment Advisors held 10,019 shares of Schwab US Large-Cap Growth ETF worth $292K as of Q1 2026.
Accelerate Investment Advisors bought 224 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $6.96K.
Schwab US Large-Cap Growth ETF made up 0.19% of Accelerate Investment Advisors's portfolio in Q1 2026, its #85 holding.
Accelerate Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $625K in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.