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Columbus Macro’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Columbus Macro’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 		$3.1M Buy
106,417
+1,296
+1% +$40.3K 0.33% 94
2025
Q4 		$3.43M Buy
105,121
+32,008
+44% +$1.04M 0.38% 92
2025
Q3 		$2.33M Sell
73,113
-245
-0.3% -$7.47K 0.27% 111
2025
Q2 		$2.14M Buy
73,358
+6,964
+10% +$184K 0.26% 113
2025
Q1 		$1.66M Sell
66,394
-3,329
-5% -$91.2K 0.22% 127
2024
Q4 		$1.94M Buy
69,723
+61,107
+709% +$1.67M 0.27% 116
2024
Q3 		$208K Buy
8,616
+588
+7% +$14.8K 0.08% 176
2024
Q2 		$203K Sell
8,028
-728
-8% -$17.2K 0.08% 173
2024
Q1 		$203K Buy
+8,756
New +$194K 0.08% 177
2021
Q3 		– Sell
-14,440
Closed -$263K – 169
2021
Q2 		$263K Sell
14,440
-1,944
-12% -$33.6K 0.08% 154
2021
Q1 		$266K Sell
16,384
-1,592
-9% -$25.9K 0.08% 155
2020
Q4 		$289K Sell
17,976
-8,360
-32% -$127K 0.09% 142
2020
Q3 		$379K Sell
26,336
-9,168
-26% -$128K 0.12% 124
2020
Q2 		$451K Sell
35,504
-832
-2% -$9.7K 0.12% 98
2020
Q1 		$362K Buy
36,336
+5,216
+17% +$59.5K 0.1% 128
2019
Q4 		$361K Buy
31,120
+1,568
+5% +$17.3K 0.08% 147
2019
Q3 		$310K Buy
29,552
+7,272
+33% +$76.6K 0.08% 128
2019
Q2 		$232K Buy
+22,280
New +$227K 0.05% 132

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

Columbus Macro's SCHG Position: Q1 2026 in Review

Columbus Macro increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q1 2026, buying an estimated $40.3K and bringing the position to 106,417 shares worth $3.1M. The position accounts for 0.33% of the portfolio, ranked #94.

Columbus Macro first reported a position in SCHG in Q2 2019 and has held it in 18 quarters since. The position peaked at $3.43M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Columbus Macro held 106,417 shares of Schwab US Large-Cap Growth ETF worth $3.1M as of Q1 2026.
  • Columbus Macro bought 1,296 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $40.3K.
  • Schwab US Large-Cap Growth ETF made up 0.33% of Columbus Macro's portfolio in Q1 2026, its #94 holding.
  • Columbus Macro first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 18 quarters since.
  • Columbus Macro's Schwab US Large-Cap Growth ETF position peaked at $3.43M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.