Baird Financial Group
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Baird Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Baird Financial 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 		$5.36M Buy
183,833
+28,425
+18% +$884K 0.01% 727
2025
Q4 		$5.07M Buy
155,408
+27,766
+22% +$903K 0.01% 733
2025
Q3 		$4.07M Sell
127,642
-11,013
-8% -$336K 0.01% 806
2025
Q2 		$4.05M Buy
138,655
+36,938
+36% +$977K 0.01% 787
2025
Q1 		$2.55M Buy
101,717
+70,737
+228% +$1.94M ﹤0.01% 897
2024
Q4 		$863K Buy
30,980
+7,168
+30% +$196K ﹤0.01% 1220
2024
Q3 		$620K Sell
23,812
-144
-0.6% -$3.62K ﹤0.01% 1309
2024
Q2 		$604K Sell
23,956
-9,188
-28% -$217K ﹤0.01% 1321
2024
Q1 		$768K Sell
33,144
-23,500
-41% -$520K ﹤0.01% 1244
2023
Q4 		$1.17M Sell
56,644
-1,428
-2% -$27.6K ﹤0.01% 1085
2023
Q3 		$1.06M Sell
58,072
-1,320
-2% -$24.8K ﹤0.01% 1097
2023
Q2 		$1.11M Sell
59,392
-16,676
-22% -$286K ﹤0.01% 1084
2023
Q1 		$1.24M Sell
76,068
-684,632
-90% -$10.4M ﹤0.01% 1032
2022
Q4 		$10.6M Buy
760,700
+660,168
+657% +$9.49M 0.03% 421
2022
Q3 		$1.4M Sell
100,532
-37,840
-27% -$593K ﹤0.01% 955
2022
Q2 		$2.01M Buy
138,372
+96,024
+227% +$1.54M 0.01% 848
2022
Q1 		$792K Buy
42,348
+10,012
+31% +$183K ﹤0.01% 1250
2021
Q4 		$662K Buy
32,336
+208
+0.6% +$4.16K ﹤0.01% 1361
2021
Q3 		$595K Buy
32,128
+560
+2% +$10.7K ﹤0.01% 1403
2021
Q2 		$576K Buy
31,568
+32
+0.1% +$554 ﹤0.01% 1364
2021
Q1 		$512K Buy
31,536
+11,880
+60% +$193K ﹤0.01% 1348
2020
Q4 		$316K Buy
+19,656
New +$298K ﹤0.01% 1363
2020
Q2 		– Sell
-86,192
Closed -$858K – 1573
2020
Q1 		$858K Buy
86,192
+49,864
+137% +$569K ﹤0.01% 927
2019
Q4 		$422K Buy
+36,328
New +$400K ﹤0.01% 1222

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

Baird Financial Group's SCHG Position: Q1 2026 in Review

Baird Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q1 2026, buying an estimated $884K and bringing the position to 183,833 shares worth $5.36M. The position accounts for 0.01% of the portfolio, ranked #727.

Baird Financial Group first reported a position in SCHG in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.6M in Q4 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Baird Financial Group held 183,833 shares of Schwab US Large-Cap Growth ETF worth $5.36M as of Q1 2026.
  • Baird Financial Group bought 28,425 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $884K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #727 holding.
  • Baird Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • Baird Financial Group's Schwab US Large-Cap Growth ETF position peaked at $10.6M in Q4 2022.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.