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Arax Advisory Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Arax Advisory Partners’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 		$4.88M Buy
167,411
+20,976
+14% +$652K 0.14% 137
2025
Q4 		$4.78M Buy
+146,435
New +$4.76M 0.14% 128
2025
Q3 		– Sell
-194,251
Closed -$5.83M – 4162
2025
Q2 		$5.83M Buy
194,251
+101,995
+111% +$2.7M 0.27% 77
2025
Q1 		$2.31M Sell
92,256
-904,803
-91% -$24.8M 0.15% 105
2024
Q4 		$27.8M Sell
997,059
-36,049
-3% -$986K 1.75% 12
2024
Q3 		$26.9M Sell
1,033,108
-27,880
-3% -$702K 2.4% 10
2024
Q2 		$26.7M Sell
1,060,988
-35,772
-3% -$844K 2.61% 7
2024
Q1 		$25.4M Sell
1,096,760
-39,104
-3% -$865K 2.68% 9
2023
Q4 		$23.6M Buy
1,135,864
+1,082,932
+2,046% +$20.9M 2.62% 10
2023
Q3 		$962K Sell
52,932
-14,404
-21% -$271K 0.12% 98
2023
Q2 		$1.26M Buy
67,336
+66,992
+19,474% +$1.15M 0.16% 69
2023
Q1 		$5.63K Hold
344
– – ﹤0.01% 813
2022
Q4 		$4.79K Hold
344
– – ﹤0.01% 809
2022
Q3 		$5K Hold
344
– – ﹤0.01% 818
2022
Q2 		$5K Hold
344
– – ﹤0.01% 795
2022
Q1 		$6K Sell
344
-200
-37% -$3.65K ﹤0.01% 748
2021
Q4 		$11K Buy
544
+200
+58% +$4K ﹤0.01% 640
2021
Q3 		$6K Hold
344
– – ﹤0.01% 744
2021
Q2 		$6K Buy
+344
New +$5.95K ﹤0.01% 744
2020
Q4 		$6K Hold
344
– – ﹤0.01% 614
2020
Q3 		$5K Hold
344
– – ﹤0.01% 601
2020
Q2 		$4K Hold
344
– – ﹤0.01% 608
2020
Q1 		$3K Hold
344
– – ﹤0.01% 611
2019
Q4 		$4K Hold
344
– – ﹤0.01% 529
2019
Q3 		$4K Buy
+344
New +$3.63K ﹤0.01% 531

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Arax Advisory Partners's SCHG Position: Q1 2026 in Review

Arax Advisory Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q1 2026, buying an estimated $652K and bringing the position to 167,411 shares worth $4.88M. The position accounts for 0.14% of the portfolio, ranked #137.

Arax Advisory Partners first reported a position in SCHG in Q3 2019 and has held it in 25 quarters since. The position peaked at $27.8M in Q4 2024. 1,617 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Arax Advisory Partners held 167,411 shares of Schwab US Large-Cap Growth ETF worth $4.88M as of Q1 2026.
  • Arax Advisory Partners bought 20,976 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $652K.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Arax Advisory Partners's portfolio in Q1 2026, its #137 holding.
  • Arax Advisory Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 25 quarters since.
  • Arax Advisory Partners's Schwab US Large-Cap Growth ETF position peaked at $27.8M in Q4 2024.
  • 1,617 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.