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

Chapman Financial 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 		$549K Sell
18,856
-6
-0% -$187 0.39% 72
2025
Q4 		$615K Buy
18,862
+400
+2% +$13K 0.42% 66
2025
Q3 		$589K Buy
+18,462
New +$563K 0.41% 68

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

Chapman Financial Group's SCHG Position: Q1 2026 in Review

Chapman Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q1 2026, selling an estimated $187 and leaving 18,856 shares worth $549K. The position accounts for 0.39% of the portfolio, ranked #72.

Chapman Financial Group first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $615K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Chapman Financial Group held 18,856 shares of Schwab US Large-Cap Growth ETF worth $549K as of Q1 2026.
  • Chapman Financial Group sold 6 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $187.
  • Schwab US Large-Cap Growth ETF made up 0.39% of Chapman Financial Group's portfolio in Q1 2026, its #72 holding.
  • Chapman Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Chapman Financial Group's Schwab US Large-Cap Growth ETF position peaked at $615K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.