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Almanack Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Almanack Investment Partners’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 		$13.1M Buy
450,414
+90,230
+25% +$2.8M 2.21% 9
2025
Q4 		$11.7M Sell
360,184
-53,662
-13% -$1.75M 2% 10
2025
Q3 		$13.2M Sell
413,846
-366,127
-47% -$11.2M 2.04% 11
2025
Q2 		$22.8M Buy
779,973
+749,561
+2,465% +$19.8M 3.63% 7
2025
Q1 		$762K Sell
30,412
-378,831
-93% -$10.4M 0.15% 69
2024
Q4 		$11.4M Sell
409,243
-11,073
-3% -$303K 1.76% 13
2024
Q3 		$10.9M Sell
420,316
-24,892
-6% -$626K 1.72% 13
2024
Q2 		$11.2M Buy
445,208
+1,756
+0.4% +$41.4K 1.89% 12
2024
Q1 		$10.3M Buy
443,452
+91,168
+26% +$2.02M 1.75% 13
2023
Q4 		$7.31M Buy
+352,284
New +$6.81M 1.36% 19
2023
Q2 		– Sell
-14,472
Closed -$236K – 176
2023
Q1 		$236K Buy
+14,472
New +$220K 0.05% 148
2022
Q2 		– Sell
-59,836
Closed -$1.12M – 505
2022
Q1 		$1.12M Sell
59,836
-13,012
-18% -$237K 0.1% 135
2021
Q4 		$1.49M Sell
72,848
-584,464
-89% -$11.7M 0.12% 113
2021
Q3 		$12.2M Buy
657,312
+578,592
+735% +$11M 1.07% 17
2021
Q2 		$1.44M Sell
78,720
-586,032
-88% -$10.1M 0.14% 104
2021
Q1 		$10.8M Sell
664,752
-768,104
-54% -$12.5M 1.1% 20
2020
Q4 		$23M Buy
1,432,856
+32,608
+2% +$495K 2.63% 6
2020
Q3 		$20.7M Sell
1,400,248
-528,120
-27% -$7.36M 2.55% 8
2020
Q2 		$24.5M Buy
1,928,368
+1,846,912
+2,267% +$21.5M 4.36% 6
2020
Q1 		$811K Buy
81,456
+15,784
+24% +$180K 0.17% 76
2019
Q4 		$763K Sell
65,672
-601,232
-90% -$6.63M 0.15% 76
2019
Q3 		$7M Buy
+666,904
New +$7.03M 1.36% 22
2018
Q3 		– Sell
-39,928
Closed -$378K – 290
2018
Q2 		$378K Buy
+39,928
New +$372K 0.17% 55

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

Almanack Investment Partners's SCHG Position: Q1 2026 in Review

Almanack Investment Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 25% in Q1 2026, buying an estimated $2.8M and bringing the position to 450,414 shares worth $13.1M. The position accounts for 2.21% of the portfolio, ranked #9.

Almanack Investment Partners first reported a position in SCHG in Q2 2018 and has held it in 23 quarters since. The position peaked at $24.5M in Q2 2020. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Almanack Investment Partners held 450,414 shares of Schwab US Large-Cap Growth ETF worth $13.1M as of Q1 2026.
  • Almanack Investment Partners bought 90,230 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.8M.
  • Schwab US Large-Cap Growth ETF made up 2.21% of Almanack Investment Partners's portfolio in Q1 2026, its #9 holding.
  • Almanack Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 23 quarters since.
  • Almanack Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $24.5M in Q2 2020.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.