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Asset Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Asset Management Group’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 		$1.12M Buy
38,362
+50
+0.1% +$1.55K 0.18% 88
2025
Q4 		$1.25M Buy
38,312
+37
+0.1% +$1.2K 0.2% 81
2025
Q3 		$1.22M Buy
38,275
+36
+0.1% +$1.1K 0.2% 83
2025
Q2 		$1.12M Buy
38,239
+37
+0.1% +$978 0.19% 85
2025
Q1 		$957K Buy
38,202
+38
+0.1% +$1.04K 0.18% 86
2024
Q4 		$1.06M Sell
38,164
-348
-0.9% -$9.52K 0.19% 86
2024
Q3 		$1M Buy
38,512
+84
+0.2% +$2.11K 0.18% 89
2024
Q2 		$969K Hold
38,428
– – 0.18% 86
2024
Q1 		$891K Buy
38,428
+52
+0.1% +$1.15K 0.17% 88
2023
Q4 		$796K Buy
38,376
+48
+0.1% +$928 0.16% 89
2023
Q3 		$697K Buy
38,328
+44
+0.1% +$828 0.15% 92
2023
Q2 		$717K Buy
38,284
+48
+0.1% +$823 0.15% 96
2023
Q1 		$623K Buy
38,236
+52
+0.1% +$789 0.14% 95
2022
Q4 		$530K Buy
38,184
+52
+0.1% +$748 0.12% 94
2022
Q3 		$532K Buy
38,132
+52
+0.1% +$815 0.13% 93
2022
Q2 		$552K Buy
38,080
+48
+0.1% +$767 0.13% 92
2022
Q1 		$711K Buy
38,032
+40
+0.1% +$729 0.15% 89
2021
Q4 		$778K Buy
37,992
+48
+0.1% +$959 0.15% 86
2021
Q3 		$702K Sell
37,944
-3,672
-9% -$69.9K 0.14% 87
2021
Q2 		$759K Buy
41,616
+48
+0.1% +$830 0.16% 84
2021
Q1 		$674K Buy
41,568
+40
+0.1% +$651 0.15% 88
2020
Q4 		$667K Buy
41,528
+56
+0.1% +$849 0.16% 85
2020
Q3 		$597K Buy
41,472
+64
+0.2% +$892 0.17% 84
2020
Q2 		$526K Buy
41,408
+64
+0.2% +$746 0.17% 86
2020
Q1 		$412K Buy
41,344
+88
+0.2% +$1K 0.16% 87
2019
Q4 		$479K Buy
41,256
+184
+0.4% +$2.03K 0.14% 86
2019
Q3 		$431K Buy
41,072
+104
+0.3% +$1.1K 0.15% 86
2019
Q2 		$426K Buy
+40,968
New +$416K 0.15% 83

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

Asset Management Group's SCHG Position: Q1 2026 in Review

Asset Management Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.13% in Q1 2026, buying an estimated $1.55K and bringing the position to 38,362 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #88.

Asset Management Group first reported a position in SCHG in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.25M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Asset Management Group held 38,362 shares of Schwab US Large-Cap Growth ETF worth $1.12M as of Q1 2026.
  • Asset Management Group bought 50 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.55K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Asset Management Group's portfolio in Q1 2026, its #88 holding.
  • Asset Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • Asset Management Group's Schwab US Large-Cap Growth ETF position peaked at $1.25M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.