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Crescent Grove Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Crescent Grove Advisors’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 		$737K Buy
25,306
+29
+0.1% +$901 0.07% 156
2025
Q4 		$825K Buy
25,277
+286
+1% +$9.3K 0.08% 141
2025
Q3 		$797K Buy
24,991
+22
+0.1% +$670 0.08% 138
2025
Q2 		$729K Buy
24,969
+21
+0.1% +$555 0.07% 135
2025
Q1 		$625K Sell
24,948
-447
-2% -$12.2K 0.07% 142
2024
Q4 		$708K Buy
25,395
+23
+0.1% +$629 0.07% 136
2024
Q3 		$661K Buy
25,372
+48
+0.2% +$1.21K 0.07% 146
2024
Q2 		$639K Hold
25,324
– – 0.07% 145
2024
Q1 		$587K Sell
25,324
-4,608
-15% -$102K 0.06% 163
2023
Q4 		$621K Buy
+29,932
New +$579K 0.07% 150

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

Crescent Grove Advisors's SCHG Position: Q1 2026 in Review

Crescent Grove Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q1 2026, buying an estimated $901 and bringing the position to 25,306 shares worth $737K. The position accounts for 0.07% of the portfolio, ranked #156.

Crescent Grove Advisors first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $825K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Crescent Grove Advisors held 25,306 shares of Schwab US Large-Cap Growth ETF worth $737K as of Q1 2026.
  • Crescent Grove Advisors bought 29 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $901.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Crescent Grove Advisors's portfolio in Q1 2026, its #156 holding.
  • Crescent Grove Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Crescent Grove Advisors's Schwab US Large-Cap Growth ETF position peaked at $825K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.