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

Broadleaf 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 		$9.15M Sell
314,143
-96,162
-23% -$2.99M 2.13% 15
2025
Q4 		$13.4M Sell
410,305
-192
-0% -$6.24K 2.82% 10
2025
Q3 		$13.1M Sell
410,497
-67,961
-14% -$2.07M 2.73% 11
2025
Q2 		$14M Buy
478,458
+39,623
+9% +$1.05M 3.08% 8
2025
Q1 		$11M Sell
438,835
-11,484
-3% -$315K 2.88% 10
2024
Q4 		$12.6M Buy
450,319
+14,575
+3% +$399K 2.93% 11
2024
Q3 		$11.3M Sell
435,744
-33,440
-7% -$842K 2.68% 13
2024
Q2 		$11.8M Sell
469,184
-22,816
-5% -$538K 2.86% 11
2024
Q1 		$11.4M Sell
492,000
-11,116
-2% -$246K 2.92% 11
2023
Q4 		$10.4M Buy
503,116
+73,936
+17% +$1.43M 3.06% 8
2023
Q3 		$7.8M Sell
429,180
-44,752
-9% -$842K 2.61% 16
2023
Q2 		$8.88M Sell
473,932
-1,684
-0.4% -$28.9K 2.9% 10
2023
Q1 		$7.75M Buy
475,616
+66,848
+16% +$1.01M 2.76% 10
2022
Q4 		$5.68M Buy
408,768
+22,188
+6% +$319K 2.24% 24
2022
Q3 		$5.39M Buy
386,580
+300
+0.1% +$4.7K 2.24% 20
2022
Q2 		$5.6M Buy
386,280
+225,740
+141% +$3.61M 2.34% 18
2022
Q1 		$3M Buy
160,540
+1,492
+0.9% +$27.2K 1% 32
2021
Q4 		$3.25M Sell
159,048
-12,576
-7% -$251K 1% 33
2021
Q3 		$3.18M Sell
171,624
-4,296
-2% -$81.8K 1.05% 36
2021
Q2 		$3.21M Sell
175,920
-3,704
-2% -$64.1K 1.12% 36
2021
Q1 		$2.91M Sell
179,624
-504
-0.3% -$8.2K 1.1% 31
2020
Q4 		$2.89M Sell
180,128
-10,360
-5% -$157K 1.14% 32
2020
Q3 		$2.74M Sell
190,488
-320
-0.2% -$4.46K 1.21% 30
2020
Q2 		$2.42M Buy
190,808
+95,968
+101% +$1.12M 1.19% 29
2020
Q1 		$944K Buy
94,840
+44,736
+89% +$510K 0.61% 41
2019
Q4 		$582K Buy
50,104
+11,136
+29% +$123K 0.32% 41
2019
Q3 		$409K Buy
38,968
+9,488
+32% +$100K 0.26% 43
2019
Q2 		$307K Buy
+29,480
New +$300K 0.2% 45

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

Broadleaf Partners's SCHG Position: Q1 2026 in Review

Broadleaf Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 23% in Q1 2026, selling an estimated $2.99M and leaving 314,143 shares worth $9.15M. The position accounts for 2.13% of the portfolio, ranked #15.

Broadleaf Partners first reported a position in SCHG in Q2 2019 and has held it in 28 quarters since. The position peaked at $14M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Broadleaf Partners held 314,143 shares of Schwab US Large-Cap Growth ETF worth $9.15M as of Q1 2026.
  • Broadleaf Partners sold 96,162 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.99M.
  • Schwab US Large-Cap Growth ETF made up 2.13% of Broadleaf Partners's portfolio in Q1 2026, its #15 holding.
  • Broadleaf Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • Broadleaf Partners's Schwab US Large-Cap Growth ETF position peaked at $14M in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.