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

AssuredPartners Investment 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 		$267K Sell
9,036
-348
-4% -$10.8K 0.03% 339
2025
Q4 		$306K Buy
9,384
+326
+4% +$10.6K 0.05% 273
2025
Q3 		$289K Sell
9,058
-91
-1% -$2.77K 0.06% 212
2025
Q2 		$267K Sell
9,149
-499
-5% -$13.2K 0.07% 203
2025
Q1 		$242K Buy
9,648
+2,432
+34% +$66.6K 0.05% 290
2024
Q4 		$201K Buy
+7,216
New +$197K 0.04% 316

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

AssuredPartners Investment Advisors's SCHG Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.7% in Q1 2026, selling an estimated $10.8K and leaving 9,036 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #339.

AssuredPartners Investment Advisors first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • AssuredPartners Investment Advisors held 9,036 shares of Schwab US Large-Cap Growth ETF worth $267K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 348 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $10.8K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #339 holding.
  • AssuredPartners Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $306K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.