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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$973K Buy
33,409
+4,908
+17% +$153K 0.09% 199
2025
Q4
$930K Buy
28,501
+4,048
+17% +$132K 0.09% 197
2025
Q3
$780K Buy
24,453
+1,851
+8% +$56.4K 0.08% 209
2025
Q2
$660K Buy
22,602
+5,960
+36% +$158K 0.08% 223
2025
Q1
$417K Buy
16,642
+7,120
+75% +$195K 0.05% 264
2024
Q4
$265K Sell
9,522
-22,614
-70% -$618K 0.03% 340
2024
Q3
$221K Buy
32,136
+23,068
+254% +$581K 0.03% 378
2024
Q2
$229K Sell
9,068
-412
-4% -$9.72K 0.03% 352
2024
Q1
$220K Sell
9,480
-79,288
-89% -$1.75M 0.03% 361
2023
Q4
$1.84M Sell
88,768
-4,096
-4% -$79.2K 0.26% 104
2023
Q3
$1.69M Sell
92,864
-6,500
-7% -$122K 0.27% 100
2023
Q2
$1.86M Buy
99,364
+796
+0.8% +$13.6K 0.3% 90
2023
Q1
$1.61M Sell
98,568
-14,280
-13% -$217K 0.27% 103
2022
Q4
$1.57M Sell
112,848
-2,616
-2% -$37.6K 0.28% 104
2022
Q3
$1.61M Sell
115,464
-10,416
-8% -$163K 0.28% 84
2022
Q2
$1.82M Sell
125,880
-3,480
-3% -$55.6K 0.33% 80
2022
Q1
$2.1M Sell
129,360
-55,272
-30% -$1.01M 0.4% 60
2021
Q4
$3.78M Buy
184,632
+2,416
+1% +$48.3K 0.85% 27
2021
Q3
$3.37M Buy
+182,216
New +$3.47M 0.9% 26
2020
Q3
Sell
-16,144
Closed -$208K 156
2020
Q2
$208K Buy
+16,144
New +$188K 0.13% 132
2020
Q1
Sell
-25,528
Closed -$296K 155
2019
Q4
$296K Sell
25,528
-3,808
-13% -$42K 0.17% 106
2019
Q3
$305K Sell
29,336
-2,528
-8% -$26.6K 0.2% 97
2019
Q2
$334K Sell
31,864
-5,648
-15% -$57.4K 0.23% 89
2019
Q1
$377K Sell
37,512
-4,464
-11% -$42.2K 0.28% 86
2018
Q4
$362K Buy
41,976
+200
+0.5% +$1.86K 0.27% 98
2018
Q3
$430K Buy
41,776
+2,872
+7% +$28.6K 0.29% 85
2018
Q2
$369K Sell
38,904
-1,568
-4% -$14.6K 0.27% 91
2018
Q1
$363K Sell
40,472
-752
-2% -$6.93K 0.3% 86
2017
Q4
$364K Sell
41,224
-4,912
-11% -$42.2K 0.28% 103
2017
Q3
$381K Sell
46,136
-552
-1% -$4.48K 0.33% 91
2017
Q2
$369K Buy
46,688
+9,320
+25% +$72.6K 0.37% 89
2017
Q1
$283K Buy
+37,368
New +$276K 0.34% 84

Other funds holding SCHG

Continuum Advisory's SCHG Position: Q1 2026 in Review

Continuum Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q1 2026, buying an estimated $153K and bringing the position to 33,409 shares worth $973K. The position accounts for 0.09% of the portfolio, ranked #199.

Continuum Advisory first reported a position in SCHG in Q1 2017 and has held it in 32 quarters since. The position peaked at $3.78M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Continuum Advisory held 33,409 shares of Schwab US Large-Cap Growth ETF worth $973K as of Q1 2026.
  • Continuum Advisory bought 4,908 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $153K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Continuum Advisory's portfolio in Q1 2026, its #199 holding.
  • Continuum Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 32 quarters since.
  • Continuum Advisory's Schwab US Large-Cap Growth ETF position peaked at $3.78M in Q4 2021.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.