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Coordinated Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Coordinated Financial Services’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 		$372K Buy
12,773
+151
+1% +$4.69K 0.21% 127
2025
Q4 		$412K Hold
12,622
– – 0.24% 116
2025
Q3 		$403K Hold
12,622
– – 0.26% 108
2025
Q2 		$369K Buy
12,622
+1,201
+11% +$31.8K 0.26% 107
2025
Q1 		$286K Sell
11,421
-2,800
-20% -$76.7K 0.22% 114
2024
Q4 		$396K Buy
+14,221
New +$389K 0.31% 91
2024
Q2 		$313K Sell
12,416
-936
-7% -$22.1K 0.27% 95
2024
Q1 		$310K Buy
+13,352
New +$295K 0.27% 90

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

Coordinated Financial Services's SCHG Position: Q1 2026 in Review

Coordinated Financial Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q1 2026, buying an estimated $4.69K and bringing the position to 12,773 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #127.

Coordinated Financial Services first reported a position in SCHG in Q1 2024 and has held it in 8 quarters since. The position peaked at $412K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Coordinated Financial Services held 12,773 shares of Schwab US Large-Cap Growth ETF worth $372K as of Q1 2026.
  • Coordinated Financial Services bought 151 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.69K.
  • Schwab US Large-Cap Growth ETF made up 0.21% of Coordinated Financial Services's portfolio in Q1 2026, its #127 holding.
  • Coordinated Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Schwab US Large-Cap Growth ETF position peaked at $412K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.