Columbia Advisory Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Columbia Advisory Partners’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	$951K	Buy	32,639 +15,304	+88%	+$476K	0.61%	39
2025 Q4	$565K	Sell	17,335 -1,495	-8%	-$48.6K	0.39%	41
2025 Q3	$601K	Sell	18,830 -11,619	-38%	-$354K	0.42%	37
2025 Q2	$889K	Sell	30,449 -29,653	-49%	-$784K	0.67%	29
2025 Q1	$1.5M	Buy	60,102 +18,241	+44%	+$500K	1.3%	18
2024 Q4	$1.17M	Sell	41,861 -126,311	-75%	-$3.45M	1.09%	24
2024 Q3	$4.38M	Sell	168,172 -18,216	-10%	-$458K	4.15%	7
2024 Q2	$4.7M	Buy	186,388 +11,256	+6%	+$266K	4.59%	7
2024 Q1	$4.06M	Buy	175,132 +7,292	+4%	+$161K	4.11%	8
2023 Q4	$3.48M	Buy	167,840 +13,440	+9%	+$260K	3.58%	8
2023 Q3	$2.81M	Buy	+154,400	New	+$2.91M	3.06%	8
2022 Q1	–	Sell	-12,184	Closed	-$249K	–	66
2021 Q4	$249K	Buy	+12,184	New	+$244K	0.25%	38

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

Columbia Advisory Partners's SCHG Position: Q1 2026 in Review

Columbia Advisory Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 88% in Q1 2026, buying an estimated $476K and bringing the position to 32,639 shares worth $951K. The position accounts for 0.61% of the portfolio, ranked #39.

Columbia Advisory Partners first reported a position in SCHG in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.7M in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Columbia Advisory Partners held 32,639 shares of Schwab US Large-Cap Growth ETF worth $951K as of Q1 2026.
Columbia Advisory Partners bought 15,304 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $476K.
Schwab US Large-Cap Growth ETF made up 0.61% of Columbia Advisory Partners's portfolio in Q1 2026, its #39 holding.
Columbia Advisory Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Columbia Advisory Partners's Schwab US Large-Cap Growth ETF position peaked at $4.7M in Q2 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.