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

Crewe 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	$224K	Buy	7,699 +1	+0%	+$31	0.02%	200
2025 Q4	$251K	Hold	7,698	–	–	0.02%	188
2025 Q3	$246K	Buy	7,698 +231	+3%	+$7.04K	0.02%	185
2025 Q2	$218K	Buy	7,467 +7,119	+2,046%	+$188K	0.03%	144
2025 Q1	$8.71K	Buy	348 +1	+0.3%	+$27	﹤0.01%	435
2024 Q4	$9.68K	Sell	347 -1	-0.3%	-$27	﹤0.01%	431
2024 Q3	$9.06K	Buy	+348	New	+$8.76K	﹤0.01%	509
2024 Q1	–	Sell	-348	Closed	-$7.19K	–	999
2023 Q4	$7.19K	Buy	+348	New	+$6.73K	﹤0.01%	233

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

Crewe Advisors's SCHG Position: Q1 2026 in Review

Crewe Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $31 and bringing the position to 7,699 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #200.

Crewe Advisors first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. The position peaked at $251K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Crewe Advisors held 7,699 shares of Schwab US Large-Cap Growth ETF worth $224K as of Q1 2026.
Crewe Advisors bought 1 Schwab US Large-Cap Growth ETF share in Q1 2026, an estimated $31.
Schwab US Large-Cap Growth ETF made up 0.02% of Crewe Advisors's portfolio in Q1 2026, its #200 holding.
Crewe Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Crewe Advisors's Schwab US Large-Cap Growth ETF position peaked at $251K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.