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Ausdal Financial Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ausdal Financial 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 		$40.9M Buy
1,404,940
+18,332
+1% +$570K 1.82% 5
2025
Q4 		$45.2M Buy
1,386,608
+16,344
+1% +$532K 2.1% 3
2025
Q3 		$43.7M Buy
1,370,264
+74,423
+6% +$2.27M 2.12% 3
2025
Q2 		$37.9M Buy
1,295,841
+10,780
+0.8% +$285K 2.53% 3
2025
Q1 		$32.2M Buy
1,285,061
+235,511
+22% +$6.45M 2.43% 4
2024
Q4 		$29.3M Buy
1,049,550
+398,122
+61% +$10.9M 2.53% 3
2024
Q3 		$17M Buy
651,428
+1,176
+0.2% +$29.6K 1.76% 10
2024
Q2 		$16.4M Buy
650,252
+47,380
+8% +$1.12M 1.75% 8
2024
Q1 		$14M Buy
602,872
+20,192
+3% +$447K 1.62% 9
2023
Q4 		$12.1M Buy
582,680
+34,096
+6% +$660K 1.5% 10
2023
Q3 		$9.97M Buy
548,584
+24,948
+5% +$470K 1.37% 11
2023
Q2 		$9.81M Buy
523,636
+21,476
+4% +$368K 1.33% 8
2023
Q1 		$8.18M Buy
502,160
+93,244
+23% +$1.42M 1.13% 10
2022
Q4 		$5.68M Buy
408,916
+69,696
+21% +$1M 0.83% 19
2022
Q3 		$4.73M Buy
339,220
+49,644
+17% +$778K 0.75% 23
2022
Q2 		$4.2M Buy
289,576
+52,344
+22% +$837K 0.63% 32
2022
Q1 		$4.44M Buy
237,232
+7,120
+3% +$130K 0.6% 35
2021
Q4 		$4.71M Buy
230,112
+5,328
+2% +$106K 0.63% 31
2021
Q3 		$4.16M Buy
224,784
+22,560
+11% +$430K 0.62% 28
2021
Q2 		$3.69M Buy
202,224
+13,480
+7% +$233K 0.56% 43
2021
Q1 		$3.06M Buy
188,744
+42,704
+29% +$695K 0.52% 51
2020
Q4 		$2.34M Buy
146,040
+19,112
+15% +$290K 0.46% 58
2020
Q3 		$1.83M Buy
126,928
+60,152
+90% +$838K 0.44% 57
2020
Q2 		$848K Buy
66,776
+16,064
+32% +$187K 0.28% 99
2020
Q1 		$559K Buy
50,712
+8,296
+20% +$94.6K 0.2% 127
2019
Q4 		$514K Buy
42,416
+7,256
+21% +$80K 0.15% 164
2019
Q3 		$369K Sell
35,160
-2,792
-7% -$29.4K 0.13% 200
2019
Q2 		$407K Sell
37,952
-1,472
-4% -$15K 0.16% 173
2019
Q1 		$391K Buy
39,424
+1,472
+4% +$13.9K 0.16% 162
2018
Q4 		$327K Sell
37,952
-6,440
-15% -$60K 0.16% 159
2018
Q3 		$455K Buy
44,392
+4,208
+10% +$41.9K 0.13% 211
2018
Q2 		$381K Buy
40,184
+3,096
+8% +$28.8K 0.12% 232
2018
Q1 		$332K Buy
37,088
+2,992
+9% +$27.6K 0.12% 229
2017
Q4 		$301K Buy
34,096
+2,008
+6% +$17.3K 0.11% 249
2017
Q3 		$265K Buy
32,088
+1,856
+6% +$15.1K 0.11% 253
2017
Q2 		$239K Buy
+30,232
New +$236K 0.1% 254

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

Ausdal Financial Partners's SCHG Position: Q1 2026 in Review

Ausdal Financial Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q1 2026, buying an estimated $570K and bringing the position to 1,404,940 shares worth $40.9M. The position accounts for 1.82% of the portfolio, ranked #5.

Ausdal Financial Partners first reported a position in SCHG in Q2 2017 and has held it in 36 quarters since. The position peaked at $45.2M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ausdal Financial Partners held 1,404,940 shares of Schwab US Large-Cap Growth ETF worth $40.9M as of Q1 2026.
  • Ausdal Financial Partners bought 18,332 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $570K.
  • Schwab US Large-Cap Growth ETF made up 1.82% of Ausdal Financial Partners's portfolio in Q1 2026, its #5 holding.
  • Ausdal Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • Ausdal Financial Partners's Schwab US Large-Cap Growth ETF position peaked at $45.2M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.