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Caprock Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Caprock Group’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 		$616K Buy
21,149
+5,126
+32% +$159K 0.02% 680
2025
Q4 		$523K Sell
16,023
-1,527
-9% -$49.7K 0.01% 804
2025
Q3 		$536K Buy
+17,550
New +$535K 0.01% 782
2025
Q1 		$460K Buy
18,389
+820
+5% +$22.5K 0.01% 751
2024
Q4 		$490K Buy
17,569
+1
+0% +$27 0.02% 628
2024
Q3 		$458K Hold
17,568
– – 0.02% 603
2024
Q2 		$443K Buy
+17,568
New +$414K 0.02% 565

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

Caprock Group's SCHG Position: Q1 2026 in Review

Caprock Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 32% in Q1 2026, buying an estimated $159K and bringing the position to 21,149 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #680.

Caprock Group first reported a position in SCHG in Q2 2024 and has held it in 7 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Caprock Group held 21,149 shares of Schwab US Large-Cap Growth ETF worth $616K as of Q1 2026.
  • Caprock Group bought 5,126 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $159K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Caprock Group's portfolio in Q1 2026, its #680 holding.
  • Caprock Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.