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Advance Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advance Capital 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
Q1 		$40.4M Buy
1,386,232
+190,786
+16% +$5.93M 1.53% 11
2025
Q4 		$39M Sell
1,195,446
-56,146
-4% -$1.83M 1.65% 8
2025
Q3 		$39.9M Buy
1,251,592
+38,902
+3% +$1.19M 1.73% 8
2025
Q2 		$35.4M Sell
1,212,690
-168,007
-12% -$4.44M 1.61% 8
2025
Q1 		$34.6M Sell
1,380,697
-374,327
-21% -$10.3M 1.65% 7
2024
Q4 		$48.9M Buy
1,755,024
+158,076
+10% +$4.32M 2.24% 6
2024
Q3 		$41.6M Sell
1,596,948
-423,556
-21% -$10.7M 1.84% 6
2024
Q2 		$50.9M Buy
2,020,504
+49,020
+2% +$1.16M 2.41% 6
2024
Q1 		$45.7M Buy
1,971,484
+1,948,560
+8,500% +$43.1M 3.17% 4
2023
Q4 		$475K Buy
+22,924
New +$443K 0.04% 72

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Advance Capital Management's SCHG Position: Q1 2026 in Review

Advance Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q1 2026, buying an estimated $5.93M and bringing the position to 1,386,232 shares worth $40.4M. The position accounts for 1.53% of the portfolio, ranked #11.

Advance Capital Management first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $50.9M in Q2 2024. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Advance Capital Management held 1,386,232 shares of Schwab US Large-Cap Growth ETF worth $40.4M as of Q1 2026.
  • Advance Capital Management bought 190,786 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $5.93M.
  • Schwab US Large-Cap Growth ETF made up 1.53% of Advance Capital Management's portfolio in Q1 2026, its #11 holding.
  • Advance Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Advance Capital Management's Schwab US Large-Cap Growth ETF position peaked at $50.9M in Q2 2024.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.