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Brown Financial Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brown Financial Advisory’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 		– Sell
-8,240
Closed -$269K – 55
2025
Q4 		$269K Hold
8,240
– – 0.14% 47
2025
Q3 		$263K Hold
8,240
– – 0.14% 47
2025
Q2 		$241K Buy
+8,240
New +$218K 0.13% 51

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Brown Financial Advisory's SCHG Position: Q1 2026 in Review

Brown Financial Advisory sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 8,240 shares — an estimated $269K sold.

Brown Financial Advisory first reported a position in SCHG in Q2 2025 and held it in 3 quarters. The position peaked at $269K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Brown Financial Advisory reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Brown Financial Advisory sold 8,240 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $269K.
  • Brown Financial Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 3 quarters.
  • Brown Financial Advisory's Schwab US Large-Cap Growth ETF position peaked at $269K in Q4 2025.
  • 1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Brown Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.