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Anchor Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Anchor Investment Management’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 		$177K Hold
6,078
– – 0.01% 398
2025
Q4 		$198K Sell
6,078
-15
-0.2% -$488 0.02% 379
2025
Q3 		$194K Sell
6,093
-3
-0% -$91 0.02% 386
2025
Q2 		$178K Sell
6,096
-400
-6% -$10.6K 0.02% 388
2025
Q1 		$163K Sell
6,496
-120
-2% -$3.29K 0.02% 393
2024
Q4 		$184K Hold
6,616
– – 0.02% 374
2024
Q3 		$172K Sell
6,616
-20
-0.3% -$503 0.02% 390
2024
Q2 		$167K Buy
6,636
+32
+0.5% +$755 0.02% 371
2024
Q1 		$153K Hold
6,604
– – 0.02% 398
2023
Q4 		$137K Sell
6,604
-2,664
-29% -$51.5K 0.02% 403
2023
Q3 		$168K Hold
9,268
– – 0.02% 361
2023
Q2 		$174K Hold
9,268
– – 0.02% 360
2023
Q1 		$151K Sell
9,268
-804
-8% -$12.2K 0.02% 386
2022
Q4 		$140K Sell
10,072
-400
-4% -$5.75K 0.02% 394
2022
Q3 		$146K Hold
10,472
– – 0.02% 375
2022
Q2 		$152K Hold
10,472
– – 0.02% 392
2022
Q1 		$196K Hold
10,472
– – 0.02% 373
2021
Q4 		$214K Sell
10,472
-192
-2% -$3.84K 0.03% 373
2021
Q3 		$197K Sell
10,664
-8
-0.1% -$152 0.03% 357
2021
Q2 		$195K Hold
10,672
– – 0.03% 366
2021
Q1 		$173K Hold
10,672
– – 0.03% 365
2020
Q4 		$171K Sell
10,672
-400
-4% -$6.07K 0.03% 320
2020
Q3 		$159K Buy
11,072
+2,240
+25% +$31.2K 0.03% 313
2020
Q2 		$112K Buy
8,832
+4,088
+86% +$47.7K 0.03% 333
2020
Q1 		$47.2K Sell
4,744
-176
-4% -$2.01K 0.01% 431
2019
Q4 		$57.1K Buy
4,920
+1,584
+47% +$17.5K 0.01% 442
2019
Q3 		$35K Buy
3,336
+936
+39% +$9.87K 0.01% 498
2019
Q2 		$25K Buy
+2,400
New +$24.4K 0.01% 539
2019
Q1 		– Sell
-520
Closed -$4.48K – 815
2018
Q4 		$4.48K Buy
+520
New +$4.84K ﹤0.01% 705

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

Anchor Investment Management's SCHG Position: Q1 2026 in Review

Anchor Investment Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 6,078 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #398.

Anchor Investment Management first reported a position in SCHG in Q4 2018 and has held it in 29 quarters since. The position peaked at $214K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Anchor Investment Management held 6,078 shares of Schwab US Large-Cap Growth ETF worth $177K as of Q1 2026.
  • Anchor Investment Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #398 holding.
  • Anchor Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Anchor Investment Management's Schwab US Large-Cap Growth ETF position peaked at $214K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.