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Blue Sky Capital Consultants Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Blue Sky Capital Consultants 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 		$1.1M Sell
37,653
-4,815
-11% -$150K 0.52% 37
2025
Q4 		$1.39M Buy
42,468
+1,751
+4% +$56.9K 0.6% 31
2025
Q3 		$1.3M Sell
40,717
-1,395
-3% -$42.5K 0.56% 31
2025
Q2 		$1.23M Buy
42,112
+274
+0.7% +$7.24K 0.62% 30
2025
Q1 		$1.05M Buy
41,838
+3,254
+8% +$89.1K 0.68% 30
2024
Q4 		$1.08M Buy
+38,584
New +$1.06M 0.65% 32

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 $11.5B AUM 18.82% 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

Blue Sky Capital Consultants Group's SCHG Position: Q1 2026 in Review

Blue Sky Capital Consultants Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q1 2026, selling an estimated $150K and leaving 37,653 shares worth $1.1M. The position accounts for 0.52% of the portfolio, ranked #37.

Blue Sky Capital Consultants Group first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Blue Sky Capital Consultants Group held 37,653 shares of Schwab US Large-Cap Growth ETF worth $1.1M as of Q1 2026.
  • Blue Sky Capital Consultants Group sold 4,815 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $150K.
  • Schwab US Large-Cap Growth ETF made up 0.52% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #37 holding.
  • Blue Sky Capital Consultants Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Blue Sky Capital Consultants Group's Schwab US Large-Cap Growth ETF position peaked at $1.39M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.