CFS
SCHG icon

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

CRA 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 		$30.2M Buy
1,036,437
+25,642
+3% +$797K 3.92% 3
2025
Q4 		$33M Sell
1,010,795
-33,305
-3% -$1.08M 4.31% 2
2025
Q3 		$33.3M Buy
1,044,100
+22,337
+2% +$681K 4.56% 2
2025
Q2 		$29.8M Buy
1,021,763
+40,218
+4% +$1.06M 4.56% 3
2025
Q1 		$24.6M Buy
981,545
+45,398
+5% +$1.24M 4.21% 4
2024
Q4 		$26.1M Buy
936,147
+17,291
+2% +$473K 4.48% 4
2024
Q3 		$23.9M Sell
918,856
-4,616
-0.5% -$116K 4.39% 4
2024
Q2 		$23.3M Buy
923,472
+380
+0% +$8.96K 4.7% 4
2024
Q1 		$21.4M Buy
923,092
+46,312
+5% +$1.02M 4.65% 4
2023
Q4 		$18.2M Sell
876,780
-4,516
-0.5% -$87.4K 4.45% 4
2023
Q3 		$16M Buy
881,296
+29,908
+4% +$563K 4.41% 4
2023
Q2 		$16M Buy
851,388
+31,804
+4% +$545K 4.31% 5
2023
Q1 		$13.4M Buy
819,584
+21,972
+3% +$333K 3.97% 6
2022
Q4 		$11.1M Buy
797,612
+59,880
+8% +$861K 3.63% 6
2022
Q3 		$10.3M Buy
737,732
+55,340
+8% +$867K 3.7% 6
2022
Q2 		$9.89M Buy
682,392
+113,528
+20% +$1.81M 3.39% 7
2022
Q1 		$10.6M Buy
568,864
+20,360
+4% +$371K 3.2% 8
2021
Q4 		$11.2M Buy
548,504
+21,752
+4% +$435K 3.34% 8
2021
Q3 		$9.75M Buy
526,752
+2,936
+0.6% +$55.9K 3.3% 8
2021
Q2 		$9.56M Sell
523,816
-7,376
-1% -$128K 3.32% 7
2021
Q1 		$8.62M Buy
531,192
+31,528
+6% +$513K 3.33% 7
2020
Q4 		$8.02M Buy
499,664
+2,840
+0.6% +$43.1K 3.37% 6
2020
Q3 		$7.15M Buy
496,824
+6,544
+1% +$91.2K 3.42% 6
2020
Q2 		$6.22M Buy
490,280
+8,632
+2% +$101K 3.29% 6
2020
Q1 		$4.79M Buy
481,648
+33,240
+7% +$379K 3.07% 7
2019
Q4 		$5.21M Buy
448,408
+27,992
+7% +$309K 2.84% 6
2019
Q3 		$4.42M Buy
420,416
+9,176
+2% +$96.7K 2.67% 7
2019
Q2 		$4.28M Buy
411,240
+35,432
+9% +$360K 2.57% 7
2019
Q1 		$3.73M Buy
375,808
+27,896
+8% +$264K 2.43% 8
2018
Q4 		$3M Buy
+347,912
New +$3.24M 2.16% 11

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

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

CRA Financial Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.5% in Q1 2026, buying an estimated $797K and bringing the position to 1,036,437 shares worth $30.2M. The position accounts for 3.92% of the portfolio, ranked #3.

CRA Financial Services first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $33.3M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • CRA Financial Services held 1,036,437 shares of Schwab US Large-Cap Growth ETF worth $30.2M as of Q1 2026.
  • CRA Financial Services bought 25,642 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $797K.
  • Schwab US Large-Cap Growth ETF made up 3.92% of CRA Financial Services's portfolio in Q1 2026, its #3 holding.
  • CRA Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • CRA Financial Services's Schwab US Large-Cap Growth ETF position peaked at $33.3M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.