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Broadview Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Broadview Financial Management’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 		$3.38M Buy
115,945
+3,351
+3% +$104K 2.31% 12
2025
Q4 		$3.67M Sell
112,594
-611
-0.5% -$19.9K 2.46% 11
2025
Q3 		$3.61M Sell
113,205
-2,979
-3% -$90.8K 2.44% 11
2025
Q2 		$3.39M Sell
116,184
-634
-0.5% -$16.8K 2.31% 11
2025
Q1 		$2.93M Sell
116,818
-2,221
-2% -$60.8K 2.18% 12
2024
Q4 		$3.32M Sell
119,039
-6,009
-5% -$164K 2.37% 12
2024
Q3 		$3.26M Sell
125,048
-4,152
-3% -$104K 2.2% 12
2024
Q2 		$3.26M Sell
129,200
-9,136
-7% -$216K 2.37% 12
2024
Q1 		$3.21M Sell
138,336
-12,348
-8% -$273K 2.34% 12
2023
Q4 		$3.13M Sell
150,684
-7,636
-5% -$148K 2.41% 12
2023
Q3 		$2.88M Sell
158,320
-4,576
-3% -$86.1K 2.66% 12
2023
Q2 		$3.05M Sell
162,896
-10,500
-6% -$180K 2.61% 12
2023
Q1 		$2.83M Buy
173,396
+1,352
+0.8% +$20.5K 2.47% 12
2022
Q4 		$2.39M Buy
172,044
+7,612
+5% +$109K 2.15% 13
2022
Q3 		$2.29M Sell
164,432
-5,028
-3% -$78.8K 2.3% 12
2022
Q2 		$2.46M Buy
169,460
+8,280
+5% +$132K 2.29% 12
2022
Q1 		$3.02M Buy
161,180
+1,876
+1% +$34.2K 2.23% 12
2021
Q4 		$3.26M Sell
159,304
-5,232
-3% -$105K 2.32% 12
2021
Q3 		$3.05M Sell
164,536
-3,200
-2% -$61K 2.36% 12
2021
Q2 		$3.06M Sell
167,736
-2,912
-2% -$50.4K 2.3% 12
2021
Q1 		$2.77M Sell
170,648
-10,040
-6% -$163K 2.15% 12
2020
Q4 		$2.9M Sell
180,688
-7,904
-4% -$120K 2.22% 13
2020
Q3 		$2.71M Sell
188,592
-27,120
-13% -$378K 2.29% 13
2020
Q2 		$2.74M Sell
215,712
-32,848
-13% -$383K 2.19% 13
2020
Q1 		$2.48M Sell
248,560
-11,176
-4% -$127K 2.21% 14
2019
Q4 		$3.02M Sell
259,736
-6,336
-2% -$69.8K 2.1% 15
2019
Q3 		$2.79M Buy
266,072
+1,856
+0.7% +$19.6K 2.08% 15
2019
Q2 		$2.75M Buy
264,216
+23,064
+10% +$234K 2.07% 15
2019
Q1 		$2.39M Buy
241,152
+98,344
+69% +$930K 1.86% 17
2018
Q4 		$1.23M Buy
142,808
+3,408
+2% +$31.7K 1.09% 21
2018
Q3 		$1.43M Buy
139,400
+2,648
+2% +$26.4K 1.28% 18
2018
Q2 		$1.29M Buy
136,752
+2,008
+1% +$18.7K 1.26% 18
2018
Q1 		$1.21M Sell
134,744
-4,344
-3% -$40K 1.19% 18
2017
Q4 		$1.23M Buy
+139,088
New +$1.2M 1.19% 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

Broadview Financial Management's SCHG Position: Q1 2026 in Review

Broadview Financial Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q1 2026, buying an estimated $104K and bringing the position to 115,945 shares worth $3.38M. The position accounts for 2.31% of the portfolio, ranked #12.

Broadview Financial Management first reported a position in SCHG in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.67M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Broadview Financial Management held 115,945 shares of Schwab US Large-Cap Growth ETF worth $3.38M as of Q1 2026.
  • Broadview Financial Management bought 3,351 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $104K.
  • Schwab US Large-Cap Growth ETF made up 2.31% of Broadview Financial Management's portfolio in Q1 2026, its #12 holding.
  • Broadview Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Broadview Financial Management's Schwab US Large-Cap Growth ETF position peaked at $3.67M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.