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

Ancora 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 		$1.44M Sell
49,272
-7,898
-14% -$246K 0.03% 338
2025
Q4 		$1.86M Buy
57,170
+59
+0.1% +$1.92K 0.04% 310
2025
Q3 		$1.82M Sell
57,111
-2,661
-4% -$81.1K 0.04% 312
2025
Q2 		$1.75M Buy
59,772
+4,177
+8% +$110K 0.04% 309
2025
Q1 		$1.39M Buy
55,595
+42
+0.1% +$1.15K 0.03% 335
2024
Q4 		$1.55M Buy
55,553
+11,821
+27% +$323K 0.03% 321
2024
Q3 		$1.14M Sell
43,732
-408
-0.9% -$10.3K 0.03% 358
2024
Q2 		$1.11M Sell
44,140
-688
-2% -$16.2K 0.03% 355
2024
Q1 		$1.04M Buy
44,828
+3,088
+7% +$68.3K 0.02% 376
2023
Q4 		$866K Buy
41,740
+52
+0.1% +$1.01K 0.02% 399
2023
Q3 		$758K Buy
41,688
+44
+0.1% +$828 0.02% 398
2023
Q2 		$780K Sell
41,644
-7,860
-16% -$135K 0.02% 390
2023
Q1 		$807K Buy
49,504
+5,112
+12% +$77.6K 0.02% 379
2022
Q4 		$617K Sell
44,392
-1,308
-3% -$18.8K 0.02% 442
2022
Q3 		$638K Buy
45,700
+2,104
+5% +$33K 0.02% 453
2022
Q2 		$632K Sell
43,596
-76
-0.2% -$1.22K 0.02% 473
2022
Q1 		$817K Buy
43,672
+88
+0.2% +$1.6K 0.02% 431
2021
Q4 		$892K Buy
43,584
+64
+0.1% +$1.28K 0.02% 402
2021
Q3 		$806K Buy
43,520
+32
+0.1% +$610 0.02% 429
2021
Q2 		$793K Buy
43,488
+40
+0.1% +$692 0.02% 441
2021
Q1 		$705K Buy
43,448
+48
+0.1% +$781 0.02% 447
2020
Q4 		$697K Buy
43,400
+48
+0.1% +$728 0.02% 416
2020
Q3 		$624K Buy
43,352
+64
+0.1% +$892 0.02% 396
2020
Q2 		$549K Buy
43,288
+64
+0.1% +$746 0.02% 410
2020
Q1 		$430K Buy
43,224
+80
+0.2% +$913 0.02% 497
2019
Q4 		$501K Buy
43,144
+984
+2% +$10.8K 0.02% 497
2019
Q3 		$443K Buy
42,160
+592
+1% +$6.24K 0.02% 479
2019
Q2 		$432K Hold
41,568
– – 0.02% 445
2019
Q1 		$413K Buy
41,568
+184
+0.4% +$1.74K 0.02% 452
2018
Q4 		$357K Buy
+41,384
New +$385K 0.02% 473

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

Ancora Advisors's SCHG Position: Q1 2026 in Review

Ancora Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q1 2026, selling an estimated $246K and leaving 49,272 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #338.

Ancora Advisors first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.86M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ancora Advisors held 49,272 shares of Schwab US Large-Cap Growth ETF worth $1.44M as of Q1 2026.
  • Ancora Advisors sold 7,898 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $246K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Ancora Advisors's portfolio in Q1 2026, its #338 holding.
  • Ancora Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Ancora Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.86M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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