Creative Capital Management Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Creative Capital Management Investments’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	$53.6K	Buy	1,838 +13	+0.7%	+$404	0.02%	114
2025 Q4	$59.5K	Hold	1,825	–	–	0.02%	106
2025 Q3	$58.3K	Hold	1,825	–	–	0.02%	107
2025 Q2	$53.3K	Hold	1,825	–	–	0.02%	112
2025 Q1	$45.7K	Hold	1,825	–	–	0.02%	110
2024 Q4	$50.9K	Buy	1,825 +1	+0.1%	+$27	0.02%	101
2024 Q3	$47.6K	Hold	1,824	–	–	0.02%	95
2024 Q2	$46K	Hold	1,824	–	–	0.02%	88
2024 Q1	$42.3K	Hold	1,824	–	–	0.02%	89
2023 Q4	$37.9K	Hold	1,824	–	–	0.02%	94
2023 Q3	$33.2K	Hold	1,824	–	–	0.02%	103
2023 Q2	$34.2K	Hold	1,824	–	–	0.02%	97
2023 Q1	$29.7K	Hold	1,824	–	–	0.02%	115
2022 Q4	$25K	Buy	+1,824	New	+$26.2K	0.02%	96

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Creative Capital Management Investments's SCHG Position: Q1 2026 in Review

Creative Capital Management Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.71% in Q1 2026, buying an estimated $404 and bringing the position to 1,838 shares worth $53.6K. The position accounts for 0.02% of the portfolio, ranked #114.

Creative Capital Management Investments first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $59.5K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Creative Capital Management Investments held 1,838 shares of Schwab US Large-Cap Growth ETF worth $53.6K as of Q1 2026.
Creative Capital Management Investments bought 13 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $404.
Schwab US Large-Cap Growth ETF made up 0.02% of Creative Capital Management Investments's portfolio in Q1 2026, its #114 holding.
Creative Capital Management Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Creative Capital Management Investments's Schwab US Large-Cap Growth ETF position peaked at $59.5K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.