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Camelot Portfolios’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Camelot Portfolios’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
-9
Closed -$294 – 468
2025
Q4 		$294 Buy
+9
New +$293 ﹤0.01% 578
2024
Q3 		– Sell
-224
Closed -$5.65K – 478
2024
Q2 		$5.65K Buy
+224
New +$5.28K ﹤0.01% 460
2022
Q4 		– Sell
-19,556
Closed -$273K – 199
2022
Q3 		$273K Sell
19,556
-21,040
-52% -$330K 0.26% 113
2022
Q2 		$589K Sell
40,596
-4,660
-10% -$74.5K 0.35% 93
2022
Q1 		$847K Sell
45,256
-1,120
-2% -$20.4K 0.42% 78
2021
Q4 		$949K Buy
46,376
+3,560
+8% +$71.2K 0.38% 80
2021
Q3 		$793K Buy
42,816
+2,640
+7% +$50.3K 0.41% 72
2021
Q2 		$733K Buy
40,176
+528
+1% +$9.13K 0.3% 107
2021
Q1 		$643K Sell
39,648
-8,184
-17% -$133K 0.27% 117
2020
Q4 		$768K Sell
47,832
-3,968
-8% -$60.2K 0.4% 73
2020
Q3 		$746K Sell
51,800
-4,568
-8% -$63.7K 0.47% 65
2020
Q2 		$715K Buy
56,368
+12,360
+28% +$144K 0.46% 60
2020
Q1 		$438K Buy
+44,008
New +$502K 0.24% 108
2019
Q2 		– Sell
-47,624
Closed -$473K – 256
2019
Q1 		$473K Buy
47,624
+23,816
+100% +$225K 0.2% 137
2018
Q4 		$205K Sell
23,808
-6,224
-21% -$58K 0.1% 198
2018
Q3 		$308K Sell
30,032
-16,896
-36% -$168K 0.14% 161
2018
Q2 		$445K Buy
46,928
+9,616
+26% +$89.5K 0.19% 122
2018
Q1 		$334K Buy
37,312
+13,312
+55% +$123K 0.16% 140
2017
Q4 		$212K Buy
+24,000
New +$206K 0.1% 163

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

Camelot Portfolios's SCHG Position: Q1 2026 in Review

Camelot Portfolios sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 9 shares — an estimated $294 sold.

Camelot Portfolios first reported a position in SCHG in Q4 2017 and held it in 19 quarters. The position peaked at $949K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Camelot Portfolios reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 9 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $294.
  • Camelot Portfolios first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 19 quarters.
  • Camelot Portfolios's Schwab US Large-Cap Growth ETF position peaked at $949K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.