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Ciovacco Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ciovacco Capital 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 		– Sell
-106,782
Closed -$3.48M – 32
2025
Q4 		$3.48M Buy
106,782
+2,706
+3% +$88K 1.74% 12
2025
Q3 		$3.32M Sell
104,076
-1,771
-2% -$54K 1.67% 12
2025
Q2 		$3.09M Sell
105,847
-395,845
-79% -$10.5M 1.68% 12
2025
Q1 		$12.6M Sell
501,692
-23,733
-5% -$650K 8.8% 3
2024
Q4 		$14.6M Buy
525,425
+107,213
+26% +$2.93M 8.37% 3
2024
Q3 		$10.9M Buy
418,212
+62,524
+18% +$1.57M 6.37% 4
2024
Q2 		$8.97M Buy
355,688
+18,196
+5% +$429K 5.78% 5
2024
Q1 		$7.82M Buy
337,492
+153,872
+84% +$3.4M 5.26% 5
2023
Q4 		$3.81M Buy
+183,620
New +$3.55M 2.82% 9
2022
Q4 		– Sell
-158,864
Closed -$2.22M – 18
2022
Q3 		$2.22M Buy
158,864
+27,020
+20% +$423K 10.8% 2
2022
Q2 		$1.91M Buy
+131,844
New +$2.11M 5.62% 7
2022
Q1 		– Sell
-1,014,408
Closed -$20.8M – 30
2021
Q4 		$20.8M Buy
1,014,408
+37,656
+4% +$753K 12.52% 2
2021
Q3 		$18.1M Buy
976,752
+676,880
+226% +$12.9M 12.42% 2
2021
Q2 		$5.47M Buy
+299,872
New +$5.19M 3.93% 6
2021
Q1 		– Sell
-235,416
Closed -$3.78M – 36
2020
Q4 		$3.78M Buy
+235,416
New +$3.57M 3.25% 13

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ciovacco Capital Management's SCHG Position: Q1 2026 in Review

Ciovacco Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 106,782 shares — an estimated $3.48M sold.

Ciovacco Capital Management first reported a position in SCHG in Q4 2020 and held it in 15 quarters. The position peaked at $20.8M in Q4 2021. 1,625 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ciovacco Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Ciovacco Capital Management sold 106,782 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.48M.
  • Ciovacco Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 15 quarters.
  • Ciovacco Capital Management's Schwab US Large-Cap Growth ETF position peaked at $20.8M in Q4 2021.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ciovacco Capital Management's 13F filing for Q1 2026, filed 11 May 2026.