Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cetera Investment Advisers’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 		$523M Buy
17,955,640
+995,373
+6% +$30.9M 0.56% 24
2025
Q4 		$553M Buy
16,960,267
+1,572,946
+10% +$51.2M 0.6% 23
2025
Q3 		$491M Buy
15,387,321
+6,117,535
+66% +$186M 0.57% 24
2025
Q2 		$271M Sell
9,269,786
-69,390
-0.7% -$1.83M 0.46% 33
2025
Q1 		$234M Buy
9,339,176
+2,035,107
+28% +$55.7M 0.45% 32
2024
Q4 		$204M Sell
7,304,069
-71,071
-1% -$1.94M 0.43% 38
2024
Q3 		$192M Buy
7,375,140
+233,964
+3% +$5.89M 0.42% 35
2024
Q2 		$180M Buy
7,141,176
+356,744
+5% +$8.42M 0.41% 37
2024
Q1 		$157M Buy
6,784,432
+4,896,880
+259% +$108M 0.37% 47
2023
Q4 		$39.1M Buy
1,887,552
+159,076
+9% +$3.08M 0.32% 53
2023
Q3 		$31.4M Sell
1,728,476
-272,896
-14% -$5.14M 0.27% 66
2023
Q2 		$37.5M Buy
2,001,372
+208,464
+12% +$3.57M 0.32% 52
2023
Q1 		$29.2M Buy
1,792,908
+295,968
+20% +$4.49M 0.26% 73
2022
Q4 		$20.8M Buy
1,496,940
+866,564
+137% +$12.5M 0.19% 100
2022
Q3 		$8.79M Sell
630,376
-1,524
-0.2% -$23.9K 0.18% 119
2022
Q2 		$9.16M Buy
631,900
+158,696
+34% +$2.54M 0.15% 146
2022
Q1 		$8.85M Buy
473,204
+43,036
+10% +$785K 0.13% 166
2021
Q4 		$8.8M Sell
430,168
-22,016
-5% -$440K 0.13% 173
2021
Q3 		$8.37M Sell
452,184
-2,640
-0.6% -$50.3K 0.13% 167
2021
Q2 		$8.3M Buy
454,824
+15,832
+4% +$274K 0.13% 170
2021
Q1 		$7.12M Sell
438,992
-8,960
-2% -$146K 0.14% 158
2020
Q4 		$7.19M Buy
447,952
+68,024
+18% +$1.03M 0.14% 159
2020
Q3 		$5.47M Sell
379,928
-97,528
-20% -$1.36M 0.45% 49
2020
Q2 		$6.06M Sell
477,456
-165,552
-26% -$1.93M 0.56% 31
2020
Q1 		$6.4M Buy
643,008
+87,064
+16% +$993K 0.78% 24
2019
Q4 		$6.46M Buy
555,944
+2,704
+0.5% +$29.8K 0.65% 34
2019
Q3 		$5.81M Sell
553,240
-32,216
-6% -$340K 0.71% 28
2019
Q2 		$6.08M Buy
585,456
+69,328
+13% +$705K 0.78% 25
2019
Q1 		$5.13M Sell
516,128
-18,048
-3% -$171K 0.72% 27
2018
Q4 		$4.6M Buy
534,176
+305,960
+134% +$2.85M 0.75% 22
2018
Q3 		$2.34M Buy
228,216
+33,128
+17% +$330K 0.34% 79
2018
Q2 		$1.85M Buy
195,088
+22,040
+13% +$205K 0.33% 80
2018
Q1 		$1.55M Buy
173,048
+43,576
+34% +$402K 0.29% 93
2017
Q4 		$1.14M Buy
129,472
+32,736
+34% +$281K 0.21% 125
2017
Q3 		$802K Buy
96,736
+8,096
+9% +$65.7K 0.18% 161
2017
Q2 		$700K Buy
88,640
+45,200
+104% +$352K 0.17% 160
2017
Q1 		$329K Buy
+43,440
New +$321K 0.09% 263

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers's SCHG Position: Q1 2026 in Review

Cetera Investment Advisers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q1 2026, buying an estimated $30.9M and bringing the position to 17,955,640 shares worth $523M. The position accounts for 0.56% of the portfolio, ranked #24.

Cetera Investment Advisers first reported a position in SCHG in Q1 2017 and has held it in 37 quarters since. The position peaked at $553M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Cetera Investment Advisers held 17,955,640 shares of Schwab US Large-Cap Growth ETF worth $523M as of Q1 2026.
  • Cetera Investment Advisers bought 995,373 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $30.9M.
  • Schwab US Large-Cap Growth ETF made up 0.56% of Cetera Investment Advisers's portfolio in Q1 2026, its #24 holding.
  • Cetera Investment Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • Cetera Investment Advisers's Schwab US Large-Cap Growth ETF position peaked at $553M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.