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

Alpha 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	$627K	Hold	21,515	–	–	0.19%	29
2025 Q4	$702K	Hold	21,515	–	–	0.21%	28
2025 Q3	$687K	Hold	21,515	–	–	0.24%	27
2025 Q2	$628K	Buy	21,515 +3,229	+18%	+$85.4K	0.24%	27
2025 Q1	$458K	Hold	18,286	–	–	0.2%	23
2024 Q4	$510K	Sell	18,286 -2	-0%	-$55	0.23%	23
2024 Q3	$476K	Hold	18,288	–	–	0.21%	23
2024 Q2	$461K	Hold	18,288	–	–	0.22%	23
2024 Q1	$424K	Hold	18,288	–	–	0.2%	27
2023 Q4	$379K	Hold	18,288	–	–	0.19%	27
2023 Q3	$332K	Hold	18,288	–	–	0.21%	28
2023 Q2	$343K	Hold	18,288	–	–	0.21%	29
2023 Q1	$298K	Hold	18,288	–	–	0.21%	31
2022 Q4	$254K	Buy	+18,288	New	+$263K	0.22%	35

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Alpha Financial Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 21,515 shares worth $627K. The position accounts for 0.19% of the portfolio, ranked #29.

Alpha Financial Advisors first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $702K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Alpha Financial Advisors held 21,515 shares of Schwab US Large-Cap Growth ETF worth $627K as of Q1 2026.
Alpha Financial Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.19% of Alpha Financial Advisors's portfolio in Q1 2026, its #29 holding.
Alpha Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $702K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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