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Collective Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Collective Family Office’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
-7,232
Closed -$236K – 160
2025
Q4 		$236K Sell
7,232
-110
-1% -$3.58K 0.05% 153
2025
Q3 		$234K Hold
7,342
– – 0.06% 154
2025
Q2 		$214K Buy
+7,342
New +$194K 0.06% 156
2024
Q1 		– Sell
-11,564
Closed -$240K – 183
2023
Q4 		$240K Sell
11,564
-9,008
-44% -$174K 0.08% 151
2023
Q3 		$374K Buy
20,572
+5,600
+37% +$105K 0.15% 117
2023
Q2 		$281K Buy
14,972
+60
+0.4% +$1.03K 0.11% 146
2023
Q1 		$243K Sell
14,912
-1,600
-10% -$24.3K 0.1% 150
2022
Q4 		$229K Sell
16,512
-20,184
-55% -$290K 0.1% 154
2022
Q3 		$512K Buy
36,696
+11,540
+46% +$181K 0.25% 97
2022
Q2 		$365K Sell
25,156
-10,396
-29% -$166K 0.16% 130
2022
Q1 		$665K Sell
35,552
-39,800
-53% -$726K 0.25% 100
2021
Q4 		$1.54M Sell
75,352
-37,288
-33% -$745K 0.61% 46
2021
Q3 		$2.08M Sell
112,640
-35,912
-24% -$684K 0.9% 31
2021
Q2 		$2.71M Sell
148,552
-94,688
-39% -$1.64M 1.16% 26
2021
Q1 		$3.95M Sell
243,240
-232,968
-49% -$3.79M 1.93% 10
2020
Q4 		$7.64M Buy
+476,208
New +$7.22M 4.25% 3

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 $108B AUM 26.14% 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 $654B AUM 26.35% 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 $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 $13.4B AUM 22.25% 1-Year Est. Return

Collective Family Office's SCHG Position: Q1 2026 in Review

Collective Family Office sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 7,232 shares — an estimated $236K sold.

Collective Family Office first reported a position in SCHG in Q4 2020 and held it in 16 quarters. The position peaked at $7.64M in Q4 2020. 1,621 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Collective Family Office reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Collective Family Office sold 7,232 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $236K.
  • Collective Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 16 quarters.
  • Collective Family Office's Schwab US Large-Cap Growth ETF position peaked at $7.64M in Q4 2020.
  • 1,621 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Collective Family Office's 13F filing for Q1 2026, filed 2 Apr 2026.