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Advisornet Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advisornet Financial’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 		$1.23M Buy
42,075
+1,101
+3% +$34.2K 0.06% 228
2025
Q4 		$1.34M Buy
40,974
+287
+0.7% +$9.33K 0.07% 221
2025
Q3 		$1.3M Buy
40,687
+4,980
+14% +$152K 0.07% 213
2025
Q2 		$1.04M Sell
35,707
-5,552
-13% -$147K 0.07% 240
2025
Q1 		$1.03M Sell
41,259
-18,576
-31% -$509K 0.08% 238
2024
Q4 		$1.67M Buy
59,835
+287
+0.5% +$7.85K 0.14% 158
2024
Q3 		$1.55M Sell
59,548
-324
-0.5% -$8.15K 0.12% 175
2024
Q2 		$1.51M Sell
59,872
-5,528
-8% -$130K 0.14% 156
2024
Q1 		$1.52M Sell
65,400
-14,360
-18% -$318K 0.15% 153
2023
Q4 		$1.65M Sell
79,760
-8,768
-10% -$170K 0.15% 159
2023
Q3 		$1.61M Sell
88,528
-35,556
-29% -$669K 0.15% 149
2023
Q2 		$2.33M Sell
124,084
-2,520
-2% -$43.2K 0.2% 118
2023
Q1 		$2.06M Buy
126,604
+4,492
+4% +$68.2K 0.19% 131
2022
Q4 		$1.7M Sell
122,112
-2,752
-2% -$39.6K 0.17% 145
2022
Q3 		$1.74M Sell
124,864
-3,688
-3% -$57.8K 0.17% 141
2022
Q2 		$1.86M Sell
128,552
-106,632
-45% -$1.7M 0.18% 134
2022
Q1 		$4.4M Sell
235,184
-88,152
-27% -$1.61M 0.27% 79
2021
Q4 		$6.62M Buy
323,336
+16,768
+5% +$335K 0.41% 56
2021
Q3 		$5.67M Sell
306,568
-8,720
-3% -$166K 0.39% 59
2021
Q2 		$5.75M Sell
315,288
-13,832
-4% -$239K 0.38% 61
2021
Q1 		$5.34M Buy
329,120
+21,320
+7% +$347K 0.38% 62
2020
Q4 		$4.94M Buy
307,800
+36,728
+14% +$557K 0.4% 51
2020
Q3 		$3.9M Buy
271,072
+13,920
+5% +$194K 0.33% 60
2020
Q2 		$3.26M Buy
257,152
+79,528
+45% +$927K 0.26% 87
2020
Q1 		$1.77M Buy
177,624
+6,608
+4% +$75.4K 0.16% 125
2019
Q4 		$1.99M Sell
171,016
-15,360
-8% -$169K 0.17% 126
2019
Q3 		$1.96M Sell
186,376
-8,232
-4% -$86.8K 0.18% 115
2019
Q2 		$2.02M Sell
194,608
-55,768
-22% -$567K 0.22% 102
2019
Q1 		$2.49M Sell
250,376
-35,568
-12% -$336K 0.3% 76
2018
Q4 		$2.46M Sell
285,944
-65,800
-19% -$613K 0.34% 61
2018
Q3 		$3.61M Buy
351,744
+55,784
+19% +$556K 0.45% 41
2018
Q2 		$2.8M Buy
295,960
+29,728
+11% +$277K 0.38% 49
2018
Q1 		$2.39M Sell
266,232
-10,520
-4% -$97K 0.33% 62
2017
Q4 		$2.45M Buy
+276,752
New +$2.38M 0.37% 58

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 $10B AUM 15.14% 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

Advisornet Financial's SCHG Position: Q1 2026 in Review

Advisornet Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q1 2026, buying an estimated $34.2K and bringing the position to 42,075 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #228.

Advisornet Financial first reported a position in SCHG in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.62M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Advisornet Financial held 42,075 shares of Schwab US Large-Cap Growth ETF worth $1.23M as of Q1 2026.
  • Advisornet Financial bought 1,101 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $34.2K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Advisornet Financial's portfolio in Q1 2026, its #228 holding.
  • Advisornet Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's Schwab US Large-Cap Growth ETF position peaked at $6.62M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.