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

AllGen Financial 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 		$2.06M Sell
70,735
-25,033
-26% -$778K 0.49% 22
2025
Q4 		$3.12M Sell
95,768
-12,154
-11% -$395K 0.74% 17
2025
Q3 		$3.44M Sell
107,922
-21,966
-17% -$669K 0.85% 20
2025
Q2 		$3.79M Sell
129,888
-369,189
-74% -$9.76M 1.02% 18
2025
Q1 		$12.5M Buy
499,077
+67,110
+16% +$1.84M 3.7% 10
2024
Q4 		$12M Sell
431,967
-36,013
-8% -$985K 4.04% 9
2024
Q3 		$12.2M Sell
467,980
-86,860
-16% -$2.19M 3.96% 10
2024
Q2 		$14M Sell
554,840
-8,240
-1% -$194K 5.31% 7
2024
Q1 		$13.1M Sell
563,080
-48,728
-8% -$1.08M 5.31% 6
2023
Q4 		$12.7M Buy
611,808
+393,292
+180% +$7.61M 6.6% 5
2023
Q3 		$3.97M Buy
+218,516
New +$4.11M 2.83% 8

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

AllGen Financial Advisors's SCHG Position: Q1 2026 in Review

AllGen Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 26% in Q1 2026, selling an estimated $778K and leaving 70,735 shares worth $2.06M. The position accounts for 0.49% of the portfolio, ranked #22.

AllGen Financial Advisors first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $14M in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • AllGen Financial Advisors held 70,735 shares of Schwab US Large-Cap Growth ETF worth $2.06M as of Q1 2026.
  • AllGen Financial Advisors sold 25,033 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $778K.
  • Schwab US Large-Cap Growth ETF made up 0.49% of AllGen Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • AllGen Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • AllGen Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $14M in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.