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AlphaCore Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

AlphaCore Capital’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 		$2.34M Buy
80,296
+1,086
+1% +$33.8K 0.06% 239
2025
Q4 		$2.58M Buy
79,210
+14,912
+23% +$485K 0.06% 234
2025
Q3 		$2.05M Buy
64,298
+4,409
+7% +$134K 0.07% 188
2025
Q2 		$1.75M Buy
59,889
+22,602
+61% +$598K 0.07% 195
2025
Q1 		$934K Buy
37,287
+5,090
+16% +$139K 0.08% 178
2024
Q4 		$897K Sell
32,197
-3,379
-9% -$92.4K 0.19% 85
2024
Q3 		$927K Buy
35,576
+2,992
+9% +$75.3K 0.21% 79
2024
Q2 		$822K Sell
32,584
-392
-1% -$9.25K 0.2% 78
2024
Q1 		$764K Buy
32,976
+44
+0.1% +$973 0.2% 71
2023
Q4 		$683K Sell
32,932
-328
-1% -$6.34K 0.1% 124
2023
Q3 		$605K Sell
33,260
-500
-1% -$9.41K 0.1% 128
2023
Q2 		$633K Sell
33,760
-240
-0.7% -$4.12K 0.1% 127
2023
Q1 		$554K Buy
34,000
+33,580
+7,995% +$510K 0.15% 83
2022
Q4 		$5.81K Hold
420
– – ﹤0.01% 147
2022
Q3 		$6K Hold
420
– – ﹤0.01% 123
2022
Q2 		$6K Sell
420
-232
-36% -$3.71K ﹤0.01% 136
2022
Q1 		$12K Sell
652
-52
-7% -$948 ﹤0.01% 115
2021
Q4 		$14K Sell
704
-6,512
-90% -$130K 0.01% 83
2021
Q3 		$134K Buy
7,216
+6,320
+705% +$120K 0.07% 62
2021
Q2 		$16K Hold
896
– – 0.01% 65
2021
Q1 		$14K Buy
896
+176
+24% +$2.86K 0.01% 45
2020
Q4 		$12K Hold
720
– – 0.01% 50
2020
Q3 		$10K Sell
720
-224
-24% -$3.12K 0.01% 48
2020
Q2 		$12K Sell
944
-440
-32% -$5.13K 0.01% 56
2020
Q1 		$14K Hold
1,384
– – 0.01% 185
2019
Q4 		$16K Buy
+1,384
New +$15.3K 0.01% 107

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

AlphaCore Capital's SCHG Position: Q1 2026 in Review

AlphaCore Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.4% in Q1 2026, buying an estimated $33.8K and bringing the position to 80,296 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #239.

AlphaCore Capital first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.58M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • AlphaCore Capital held 80,296 shares of Schwab US Large-Cap Growth ETF worth $2.34M as of Q1 2026.
  • AlphaCore Capital bought 1,086 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $33.8K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of AlphaCore Capital's portfolio in Q1 2026, its #239 holding.
  • AlphaCore Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • AlphaCore Capital's Schwab US Large-Cap Growth ETF position peaked at $2.58M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.