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

Ameriprise’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 		$479M Sell
16,425,833
-1,179,221
-7% -$36.7M 0.11% 199
2025
Q4 		$574M Buy
17,605,054
+884,737
+5% +$28.8M 0.13% 165
2025
Q3 		$533M Buy
16,720,317
+1,261,913
+8% +$38.5M 0.12% 177
2025
Q2 		$451M Sell
15,458,404
-19,476
-0.1% -$515K 0.11% 193
2025
Q1 		$388M Buy
15,477,880
+1,106,110
+8% +$30.3M 0.1% 204
2024
Q4 		$400M Buy
14,371,770
+1,018,334
+8% +$27.8M 0.1% 206
2024
Q3 		$348M Sell
13,353,436
-540,400
-4% -$13.6M 0.09% 238
2024
Q2 		$350M Buy
13,893,836
+1,343,024
+11% +$31.7M 0.09% 227
2024
Q1 		$291M Buy
12,550,812
+1,691,680
+16% +$37.4M 0.08% 259
2023
Q4 		$225M Buy
10,859,132
+1,952,704
+22% +$37.8M 0.07% 289
2023
Q3 		$162M Buy
8,906,428
+271,000
+3% +$5.1M 0.05% 351
2023
Q2 		$162M Buy
8,635,428
+1,445,824
+20% +$24.8M 0.05% 357
2023
Q1 		$117M Buy
7,189,604
+698,112
+11% +$10.6M 0.04% 440
2022
Q4 		$90.3M Buy
6,491,492
+1,847,896
+40% +$26.6M 0.03% 508
2022
Q3 		$65.1M Sell
4,643,596
-27,500
-0.6% -$431K 0.02% 601
2022
Q2 		$67.7M Sell
4,671,096
-50,944
-1% -$814K 0.02% 614
2022
Q1 		$88.3M Buy
4,722,040
+327,088
+7% +$5.96M 0.03% 570
2021
Q4 		$89.9M Buy
4,394,952
+404,048
+10% +$8.08M 0.02% 608
2021
Q3 		$73.9M Buy
3,990,904
+1,504,224
+60% +$28.7M 0.02% 610
2021
Q2 		$45.4M Sell
2,486,680
-398,296
-14% -$6.89M 0.01% 839
2021
Q1 		$46.8M Buy
2,884,976
+137,104
+5% +$2.23M 0.02% 798
2020
Q4 		$44.1M Buy
2,747,872
+209,016
+8% +$3.17M 0.02% 798
2020
Q3 		$36.9M Buy
2,538,856
+150,200
+6% +$2.09M 0.02% 757
2020
Q2 		$30.3M Buy
2,388,656
+165,632
+7% +$1.93M 0.01% 836
2020
Q1 		$22.1M Buy
2,223,024
+489,736
+28% +$5.59M 0.01% 886
2019
Q4 		$20.2M Buy
1,733,288
+98,728
+6% +$1.09M 0.01% 1190
2019
Q3 		$17.2M Buy
1,634,560
+37,976
+2% +$400K 0.01% 1253
2019
Q2 		$16.6M Buy
1,596,584
+153,280
+11% +$1.56M 0.01% 1305
2019
Q1 		$14.4M Sell
1,443,304
-338,600
-19% -$3.2M 0.01% 1382
2018
Q4 		$15.4M Buy
1,781,904
+460,648
+35% +$4.29M 0.01% 1237
2018
Q3 		$13.5M Sell
1,321,256
-29,368
-2% -$293K ﹤0.01% 1622
2018
Q2 		$12.8M Sell
1,350,624
-26,536
-2% -$247K 0.01% 1526
2018
Q1 		$12.4M Sell
1,377,160
-166,152
-11% -$1.53M 0.01% 1498
2017
Q4 		$13.6M Buy
1,543,312
+13,128
+0.9% +$113K 0.01% 1367
2017
Q3 		$12.8M Sell
1,530,184
-88,952
-5% -$721K 0.01% 1383
2017
Q2 		$12.8M Buy
1,619,136
+143,016
+10% +$1.11M 0.01% 1348
2017
Q1 		$11.1M Buy
1,476,120
+592,672
+67% +$4.38M 0.01% 1442
2016
Q4 		$6.17M Buy
883,448
+60,832
+7% +$421K ﹤0.01% 1868
2016
Q3 		$5.69M Buy
822,616
+119,672
+17% +$822K ﹤0.01% 1884
2016
Q2 		$4.67M Buy
702,944
+164,128
+30% +$1.08M ﹤0.01% 2002
2016
Q1 		$3.52M Buy
538,816
+286,728
+114% +$1.78M ﹤0.01% 2191
2015
Q4 		$1.72M Sell
252,088
-36,664
-13% -$245K ﹤0.01% 2688
2015
Q3 		$1.72M Buy
288,752
+75,624
+35% +$503K ﹤0.01% 2701
2015
Q2 		$1.43M Buy
213,128
+55,456
+35% +$378K ﹤0.01% 2944
2015
Q1 		$1.06M Sell
157,672
-53,464
-25% -$354K ﹤0.01% 2928
2014
Q4 		$1.37M Buy
211,136
+50,112
+31% +$316K ﹤0.01% 2719
2014
Q3 		$990K Buy
161,024
+32,744
+26% +$201K ﹤0.01% 2809
2014
Q2 		$778K Buy
128,280
+10,320
+9% +$60.3K ﹤0.01% 2858
2014
Q1 		$678K Buy
117,960
+8,472
+8% +$48.1K ﹤0.01% 2862
2013
Q4 		$619K Buy
109,488
+23,176
+27% +$125K ﹤0.01% 2800
2013
Q3 		$436K Buy
86,312
+40,472
+88% +$204K ﹤0.01% 2932
2013
Q2 		$218K Buy
+45,840
New +$219K ﹤0.01% 3055

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

Ameriprise's SCHG Position: Q1 2026 in Review

Ameriprise reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.7% in Q1 2026, selling an estimated $36.7M and leaving 16,425,833 shares worth $479M. The position accounts for 0.11% of the portfolio, ranked #199.

Ameriprise first reported a position in SCHG in Q2 2013 and has held it in 52 quarters since. The position peaked at $574M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ameriprise held 16,425,833 shares of Schwab US Large-Cap Growth ETF worth $479M as of Q1 2026.
  • Ameriprise sold 1,179,221 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $36.7M.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Ameriprise's portfolio in Q1 2026, its #199 holding.
  • Ameriprise first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Schwab US Large-Cap Growth ETF position peaked at $574M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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