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Creative Financial Designs’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Creative Financial Designs’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 		$5.97M Sell
205,041
-3,858
-2% -$120K 0.36% 63
2025
Q4 		$6.81M Sell
208,899
-2,736
-1% -$89K 0.43% 52
2025
Q3 		$6.75M Sell
211,635
-3,198
-1% -$97.5K 0.45% 49
2025
Q2 		$6.28M Buy
214,833
+12,584
+6% +$333K 0.45% 49
2025
Q1 		$5.06M Buy
202,249
+7,393
+4% +$202K 0.4% 54
2024
Q4 		$5.43M Sell
194,856
-21,544
-10% -$589K 0.44% 49
2024
Q3 		$5.64M Sell
216,400
-32,876
-13% -$827K 0.48% 49
2024
Q2 		$6.28M Buy
249,276
+3,024
+1% +$71.3K 0.56% 42
2024
Q1 		$5.71M Buy
246,252
+24,612
+11% +$544K 0.54% 43
2023
Q4 		$4.6M Sell
221,640
-46,044
-17% -$891K 0.47% 49
2023
Q3 		$4.87M Buy
267,684
+12,672
+5% +$239K 0.57% 38
2023
Q2 		$4.78M Buy
255,012
+152,580
+149% +$2.62M 0.56% 40
2023
Q1 		$1.67M Buy
102,432
+376
+0.4% +$5.71K 0.22% 96
2022
Q4 		$1.42M Buy
102,056
+15,776
+18% +$227K 0.21% 92
2022
Q3 		$1.2M Buy
86,280
+2,160
+3% +$33.8K 0.2% 101
2022
Q2 		$1.22M Buy
84,120
+12,856
+18% +$206K 0.2% 105
2022
Q1 		$1.33M Sell
71,264
-10,200
-13% -$186K 0.2% 105
2021
Q4 		$1.67M Buy
81,464
+6,080
+8% +$122K 0.25% 88
2021
Q3 		$1.4M Buy
75,384
+4,920
+7% +$93.7K 0.23% 88
2021
Q2 		$1.29M Buy
70,464
+20,896
+42% +$362K 0.22% 93
2021
Q1 		$804K Buy
49,568
+19,768
+66% +$322K 0.16% 118
2020
Q4 		$478K Buy
29,800
+2,496
+9% +$37.9K 0.1% 152
2020
Q3 		$393K Buy
27,304
+23,712
+660% +$330K 0.1% 159
2020
Q2 		$46K Sell
3,592
-176
-5% -$2.05K 0.01% 431
2020
Q1 		$37K Buy
3,768
+680
+22% +$7.76K 0.02% 251
2019
Q4 		$36K Buy
3,088
+488
+19% +$5.38K 0.02% 274
2019
Q3 		$27K Sell
2,600
-360
-12% -$3.79K 0.01% 301
2019
Q2 		$31K Buy
2,960
+8
+0.3% +$81 0.02% 271
2019
Q1 		$29K Sell
2,952
-1,168
-28% -$11K 0.02% 267
2018
Q4 		$36K Buy
4,120
+760
+23% +$7.08K 0.03% 223
2018
Q3 		$34K Buy
3,360
+1,808
+116% +$18K 0.02% 267
2018
Q2 		$15K Buy
1,552
+16
+1% +$149 0.01% 407
2018
Q1 		$14K Sell
1,536
-152
-9% -$1.4K 0.01% 380
2017
Q4 		$15K Hold
1,688
– – 0.01% 363
2017
Q3 		$14K Hold
1,688
– – 0.01% 380
2017
Q2 		$13K Buy
1,688
+696
+70% +$5.42K 0.01% 381
2017
Q1 		$7K Buy
992
+648
+188% +$4.79K 0.01% 447
2016
Q4 		$2K Buy
+344
New +$2.38K ﹤0.01% 608

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

Creative Financial Designs's SCHG Position: Q1 2026 in Review

Creative Financial Designs reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q1 2026, selling an estimated $120K and leaving 205,041 shares worth $5.97M. The position accounts for 0.36% of the portfolio, ranked #63.

Creative Financial Designs first reported a position in SCHG in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.81M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Creative Financial Designs held 205,041 shares of Schwab US Large-Cap Growth ETF worth $5.97M as of Q1 2026.
  • Creative Financial Designs sold 3,858 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $120K.
  • Schwab US Large-Cap Growth ETF made up 0.36% of Creative Financial Designs's portfolio in Q1 2026, its #63 holding.
  • Creative Financial Designs first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Creative Financial Designs's Schwab US Large-Cap Growth ETF position peaked at $6.81M 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 Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.