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

Citizens 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 		$589K Buy
20,211
+227
+1% +$7.06K 0.01% 503
2025
Q4 		$652K Sell
19,984
-605
-3% -$19.7K 0.01% 491
2025
Q3 		$657K Buy
20,589
+2,394
+13% +$73K 0.01% 483
2025
Q2 		$531K Buy
18,195
+3
+0% +$79 0.01% 459
2025
Q1 		$456K Buy
18,192
+2,126
+13% +$58.2K 0.01% 434
2024
Q4 		$448K Buy
16,066
+2
+0% +$55 0.01% 409
2024
Q3 		$418K Buy
16,064
+8
+0% +$201 0.01% 408
2024
Q2 		$405K Buy
+16,056
New +$379K 0.01% 400
2020
Q3 		– Sell
-2,392
Closed -$30K – 807
2020
Q2 		$30K Hold
2,392
– – ﹤0.01% 563
2020
Q1 		$24K Buy
2,392
+2,064
+629% +$23.5K ﹤0.01% 572
2019
Q4 		$4K Buy
+328
New +$3.62K ﹤0.01% 901

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

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

Citizens Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q1 2026, buying an estimated $7.06K and bringing the position to 20,211 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #503.

Citizens Financial Group first reported a position in SCHG in Q4 2019 and has held it in 11 quarters since. The position peaked at $657K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Citizens Financial Group held 20,211 shares of Schwab US Large-Cap Growth ETF worth $589K as of Q1 2026.
  • Citizens Financial Group bought 227 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $7.06K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Citizens Financial Group's portfolio in Q1 2026, its #503 holding.
  • Citizens Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 11 quarters since.
  • Citizens Financial Group's Schwab US Large-Cap Growth ETF position peaked at $657K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.