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Copley Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Copley Financial Group’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 		$263K Sell
9,045
-535
-6% -$16.6K 0.16% 106
2025
Q4 		$313K Buy
9,580
+52
+0.5% +$1.69K 0.19% 91
2025
Q3 		$304K Buy
9,528
+226
+2% +$6.89K 0.21% 89
2025
Q2 		$272K Sell
9,302
-1,352
-13% -$35.7K 0.2% 90
2025
Q1 		$267K Sell
10,654
-2,196
-17% -$60.1K 0.2% 91
2024
Q4 		$358K Buy
12,850
+2,194
+21% +$60K 0.27% 88
2024
Q3 		$278K Buy
+10,656
New +$268K 0.25% 83

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

Copley Financial Group's SCHG Position: Q1 2026 in Review

Copley Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.6% in Q1 2026, selling an estimated $16.6K and leaving 9,045 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #106.

Copley Financial Group first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $358K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Copley Financial Group held 9,045 shares of Schwab US Large-Cap Growth ETF worth $263K as of Q1 2026.
  • Copley Financial Group sold 535 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.6K.
  • Schwab US Large-Cap Growth ETF made up 0.16% of Copley Financial Group's portfolio in Q1 2026, its #106 holding.
  • Copley Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Schwab US Large-Cap Growth ETF position peaked at $358K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.