Caitlin John’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Caitlin John’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	$61.1K	Buy	2,099 +219	+12%	+$6.81K	0.04%	282
2025 Q4	$61.3K	Hold	1,880	–	–	0.04%	282
2025 Q3	$60K	Buy	+1,880	New	+$57.3K	0.04%	242
2025 Q1	–	Sell	-1,880	Closed	-$52.4K	–	652
2024 Q4	$52.4K	Sell	1,880 -5,640	-75%	-$154K	0.03%	224
2024 Q3	$52.2K	Buy	7,520 +5,640	+300%	+$142K	0.03%	230
2024 Q2	$47.4K	Hold	1,880	–	–	0.03%	252
2024 Q1	$43.6K	Hold	1,880	–	–	0.03%	257
2023 Q4	$39K	Buy	+1,880	New	+$36.4K	0.03%	248

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Caitlin John's SCHG Position: Q1 2026 in Review

Caitlin John increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q1 2026, buying an estimated $6.81K and bringing the position to 2,099 shares worth $61.1K. The position accounts for 0.04% of the portfolio, ranked #282.

Caitlin John first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. The position peaked at $61.3K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Caitlin John held 2,099 shares of Schwab US Large-Cap Growth ETF worth $61.1K as of Q1 2026.
Caitlin John bought 219 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $6.81K.
Schwab US Large-Cap Growth ETF made up 0.04% of Caitlin John's portfolio in Q1 2026, its #282 holding.
Caitlin John first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Schwab US Large-Cap Growth ETF position peaked at $61.3K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.