Cheviot Value Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cheviot Value Management’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	$73.5K	Buy	2,521 +3	+0.1%	+$93	0.01%	182
2025 Q4	$81.8K	Buy	2,518 +2	+0.1%	+$65	0.01%	181
2025 Q3	$84.3K	Buy	2,516 +3	+0.1%	+$91	0.01%	189
2025 Q2	$76.4K	Buy	2,513 +2	+0.1%	+$53	0.01%	175
2025 Q1	$65.2K	Buy	+2,511	New	+$68.8K	0.01%	174

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

Cheviot Value Management's SCHG Position: Q1 2026 in Review

Cheviot Value Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.12% in Q1 2026, buying an estimated $93 and bringing the position to 2,521 shares worth $73.5K. The position accounts for 0.01% of the portfolio, ranked #182.

Cheviot Value Management first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $84.3K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Cheviot Value Management held 2,521 shares of Schwab US Large-Cap Growth ETF worth $73.5K as of Q1 2026.
Cheviot Value Management bought 3 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $93.
Schwab US Large-Cap Growth ETF made up 0.01% of Cheviot Value Management's portfolio in Q1 2026, its #182 holding.
Cheviot Value Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Cheviot Value Management's Schwab US Large-Cap Growth ETF position peaked at $84.3K in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.