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Ally Invest Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ally Invest 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 		$26.7M Buy
917,392
+26,268
+3% +$817K 1.8% 13
2025
Q4 		$29.1M Sell
891,124
-674
-0.1% -$21.9K 2.01% 11
2025
Q3 		$28.5M Buy
891,798
+73,538
+9% +$2.24M 2.04% 11
2025
Q2 		$23.9M Buy
818,260
+17,462
+2% +$462K 1.86% 12
2025
Q1 		$20.1M Buy
800,798
+66,488
+9% +$1.82M 1.72% 14
2024
Q4 		$20.5M Buy
734,310
+85,490
+13% +$2.34M 1.77% 13
2024
Q3 		$16.9M Sell
648,820
-79,076
-11% -$1.99M 1.5% 14
2024
Q2 		$18.4M Buy
727,896
+59,844
+9% +$1.41M 1.76% 13
2024
Q1 		$15.5M Buy
668,052
+85,968
+15% +$1.9M 1.54% 13
2023
Q4 		$12.1M Buy
582,084
+105,740
+22% +$2.05M 1.29% 13
2023
Q3 		$8.66M Buy
476,344
+137,720
+41% +$2.59M 1.01% 13
2023
Q2 		$6.34M Buy
338,624
+85,544
+34% +$1.47M 0.72% 13
2023
Q1 		$4.12M Buy
253,080
+76,188
+43% +$1.16M 0.49% 13
2022
Q4 		$2.46M Buy
176,892
+70,404
+66% +$1.01M 0.31% 18
2022
Q3 		$1.49M Buy
106,488
+63,104
+145% +$989K 0.2% 18
2022
Q2 		$629K Buy
+43,384
New +$694K 0.08% 18

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $13.4B AUM 22.25% 1-Year Est. Return

Ally Invest Advisors's SCHG Position: Q1 2026 in Review

Ally Invest Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.9% in Q1 2026, buying an estimated $817K and bringing the position to 917,392 shares worth $26.7M. The position accounts for 1.8% of the portfolio, ranked #13.

Ally Invest Advisors first reported a position in SCHG in Q2 2022 and has held it in 16 quarters since. The position peaked at $29.1M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ally Invest Advisors held 917,392 shares of Schwab US Large-Cap Growth ETF worth $26.7M as of Q1 2026.
  • Ally Invest Advisors bought 26,268 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $817K.
  • Schwab US Large-Cap Growth ETF made up 1.8% of Ally Invest Advisors's portfolio in Q1 2026, its #13 holding.
  • Ally Invest Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Ally Invest Advisors's Schwab US Large-Cap Growth ETF position peaked at $29.1M in Q4 2025.
  • 1,619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.