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Chicago Partners Investment Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Chicago Partners Investment 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 		$12.6M Buy
383,506
+24,586
+7% +$764K 0.28% 71
2025
Q4 		$11.6M Buy
358,920
+14,643
+4% +$476K 0.29% 72
2025
Q3 		$11.5M Buy
344,277
+26,548
+8% +$809K 0.3% 68
2025
Q2 		$9.51M Buy
317,729
+22,022
+7% +$582K 0.27% 75
2025
Q1 		$7.62M Buy
295,707
+15,554
+6% +$426K 0.25% 82
2024
Q4 		$7.89M Sell
280,153
-762,511
-73% -$20.9M 0.26% 80
2024
Q3 		$6.85M Buy
1,042,664
+795,912
+323% +$20M 0.24% 86
2024
Q2 		$6.01M Buy
246,752
+13,716
+6% +$324K 0.23% 92
2024
Q1 		$5.21M Buy
233,036
+35,364
+18% +$782K 0.22% 100
2023
Q4 		$4.27M Buy
197,672
+5,892
+3% +$114K 0.2% 110
2023
Q3 		$3.48M Buy
191,780
+8,132
+4% +$153K 0.19% 114
2023
Q2 		$3.48M Buy
183,648
+10,700
+6% +$183K 0.18% 120
2023
Q1 		$2.81M Buy
172,948
+18,924
+12% +$287K 0.16% 123
2022
Q4 		$2.46M Buy
154,024
+47,836
+45% +$688K 0.15% 137
2022
Q3 		$1.48M Buy
106,188
+6,116
+6% +$95.8K 0.11% 178
2022
Q2 		$1.64M Buy
100,072
+41,968
+72% +$671K 0.12% 159
2022
Q1 		$861K Buy
58,104
+4,824
+9% +$88K 0.07% 223
2021
Q4 		$958K Sell
53,280
-5,776
-10% -$115K 0.07% 226
2021
Q3 		$1.2M Buy
59,056
+9,328
+19% +$178K 0.08% 196
2021
Q2 		$953K Sell
49,728
-4,136
-8% -$71.6K 0.07% 225
2021
Q1 		$950K Buy
53,864
+3,328
+7% +$54.2K 0.08% 202
2020
Q4 		$835K Sell
50,536
-12,272
-20% -$186K 0.08% 200
2020
Q3 		$898K Buy
62,808
+26,064
+71% +$363K 0.11% 152
2020
Q2 		$493K Buy
+36,744
New +$428K 0.06% 221
2019
Q3 		– Sell
-21,120
Closed -$225K – 337
2019
Q2 		$225K Buy
+21,120
New +$215K 0.03% 292
2018
Q4 		– Sell
-8,576
Closed -$78K – 801
2018
Q3 		$78K Buy
8,576
+40
+0.5% +$398 0.01% 449
2018
Q2 		$81K Hold
8,536
– – 0.01% 413
2018
Q1 		$77K Buy
8,536
+16
+0.2% +$147 0.01% 392
2017
Q4 		$75K Buy
+8,520
New +$73.2K 0.01% 399
2017
Q3 		– Sell
-32,160
Closed -$224K – 975
2017
Q2 		$224K Buy
+32,160
New +$251K 0.06% 181

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

Chicago Partners Investment Group's SCHG Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.8% in Q1 2026, buying an estimated $764K and bringing the position to 383,506 shares worth $12.6M. The position accounts for 0.28% of the portfolio, ranked #71.

Chicago Partners Investment Group first reported a position in SCHG in Q2 2017 and has held it in 30 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Chicago Partners Investment Group held 383,506 shares of Schwab US Large-Cap Growth ETF worth $12.6M as of Q1 2026.
  • Chicago Partners Investment Group bought 24,586 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $764K.
  • Schwab US Large-Cap Growth ETF made up 0.28% of Chicago Partners Investment Group's portfolio in Q1 2026, its #71 holding.
  • Chicago Partners Investment Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 30 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.