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

Bigelow 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 		$4.61M Sell
158,122
-2,530
-2% -$78.6K 1.84% 12
2025
Q4 		$5.24M Buy
160,652
+1,792
+1% +$58.3K 2.05% 9
2025
Q3 		$5.07M Buy
158,860
+3,276
+2% +$99.8K 2.04% 11
2025
Q2 		$4.54M Buy
155,584
+517
+0.3% +$13.7K 2% 10
2025
Q1 		$3.88M Sell
155,067
-4,120
-3% -$113K 1.84% 10
2024
Q4 		$4.44M Sell
159,187
-3,321
-2% -$90.8K 2.08% 10
2024
Q3 		$4.23M Buy
162,508
+6,672
+4% +$168K 1.89% 10
2024
Q2 		$3.93M Buy
155,836
+18,432
+13% +$435K 1.88% 10
2024
Q1 		$3.19M Buy
137,404
+312
+0.2% +$6.9K 1.57% 11
2023
Q4 		$2.84M Buy
137,092
+7,740
+6% +$150K 1.54% 14
2023
Q3 		$2.35M Sell
129,352
-2,176
-2% -$41K 1.35% 17
2023
Q2 		$2.46M Buy
131,528
+12,792
+11% +$219K 1.35% 17
2023
Q1 		$1.93M Sell
118,736
-4,552
-4% -$69.1K 1.11% 19
2022
Q4 		$1.71M Buy
123,288
+14,572
+13% +$210K 0.99% 25
2022
Q3 		$1.52M Sell
108,716
-19,928
-15% -$312K 0.91% 27
2022
Q2 		$1.86M Sell
128,644
-7,168
-5% -$115K 1.03% 22
2022
Q1 		$2.54M Sell
135,812
-38,412
-22% -$701K 1.19% 18
2021
Q4 		$3.57M Buy
174,224
+3,480
+2% +$69.6K 1.62% 13
2021
Q3 		$3.16M Buy
170,744
+21,376
+14% +$407K 1.56% 14
2021
Q2 		$2.73M Hold
149,368
– – 1.32% 15
2021
Q1 		$2.42M Sell
149,368
-168
-0.1% -$2.73K 1.23% 18
2020
Q4 		$2.4M Buy
149,536
+15,064
+11% +$228K 1.27% 18
2020
Q3 		$1.94M Buy
134,472
+2,408
+2% +$33.6K 1.15% 18
2020
Q2 		$1.68M Buy
+132,064
New +$1.54M 1.09% 18

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

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

Bigelow Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q1 2026, selling an estimated $78.6K and leaving 158,122 shares worth $4.61M. The position accounts for 1.84% of the portfolio, ranked #12.

Bigelow Investment Advisors first reported a position in SCHG in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.24M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Bigelow Investment Advisors held 158,122 shares of Schwab US Large-Cap Growth ETF worth $4.61M as of Q1 2026.
  • Bigelow Investment Advisors sold 2,530 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $78.6K.
  • Schwab US Large-Cap Growth ETF made up 1.84% of Bigelow Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Bigelow Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Bigelow Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $5.24M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.