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

Athena 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 		$3.77M Buy
129,336
+1,034
+0.8% +$32.1K 1.95% 7
2025
Q4 		$4.19M Buy
128,302
+159
+0.1% +$5.17K 2.14% 7
2025
Q3 		$4.09M Sell
128,143
-4
-0% -$122 2.13% 8
2025
Q2 		$3.74M Buy
128,147
+146
+0.1% +$3.86K 2.09% 7
2025
Q1 		$3.21M Buy
128,001
+1,764
+1% +$48.3K 1.94% 8
2024
Q4 		$3.52M Buy
126,237
+717
+0.6% +$19.6K 2.04% 8
2024
Q3 		$3.27M Buy
125,520
+584
+0.5% +$14.7K 1.86% 8
2024
Q2 		$3.15M Buy
124,936
+360
+0.3% +$8.49K 1.91% 8
2024
Q1 		$2.89M Sell
124,576
-52
-0% -$1.15K 1.73% 8
2023
Q4 		$2.58M Buy
124,628
+680
+0.5% +$13.2K 1.68% 9
2023
Q3 		$2.25M Buy
123,948
+3,280
+3% +$61.7K 1.61% 9
2023
Q2 		$2.26M Buy
120,668
+4,564
+4% +$78.2K 1.56% 9
2023
Q1 		$1.89M Buy
116,104
+1,440
+1% +$21.9K 1.36% 11
2022
Q4 		$1.59M Buy
114,664
+2,616
+2% +$37.6K 1.17% 15
2022
Q3 		$1.56M Buy
112,048
+3,612
+3% +$56.6K 1.31% 13
2022
Q2 		$1.57M Buy
108,436
+41,900
+63% +$670K 1.24% 16
2022
Q1 		$1.24M Buy
+66,536
New +$1.21M 0.96% 24

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

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

Athena Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.81% in Q1 2026, buying an estimated $32.1K and bringing the position to 129,336 shares worth $3.77M. The position accounts for 1.95% of the portfolio, ranked #7.

Athena Investment Management first reported a position in SCHG in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.19M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Athena Investment Management held 129,336 shares of Schwab US Large-Cap Growth ETF worth $3.77M as of Q1 2026.
  • Athena Investment Management bought 1,034 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $32.1K.
  • Schwab US Large-Cap Growth ETF made up 1.95% of Athena Investment Management's portfolio in Q1 2026, its #7 holding.
  • Athena Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Athena Investment Management's Schwab US Large-Cap Growth ETF position peaked at $4.19M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.