Csenge Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Csenge Advisory Group’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	$7.07M	Buy	242,855 +12,283	+5%	+$382K	0.32%	56
2025 Q4	$7.52M	Buy	230,572 +1,365	+0.6%	+$44.4K	0.34%	53
2025 Q3	$7.31M	Buy	229,207 +9,291	+4%	+$283K	0.35%	53
2025 Q2	$6.06M	Sell	219,916 -2,545	-1%	-$67.3K	0.32%	61
2025 Q1	$5.27M	Buy	222,461 +32,685	+17%	+$895K	0.3%	65
2024 Q4	$5.29M	Sell	189,776 -548,812	-74%	-$15M	0.29%	71
2024 Q3	$4.88M	Buy	738,588 +576,636	+356%	+$14.5M	0.25%	83
2024 Q2	$4.08M	Buy	161,952 +22,356	+16%	+$527K	0.23%	85
2024 Q1	$3.24M	Sell	139,596 -4,976	-3%	-$110K	0.18%	106
2023 Q4	$3M	Buy	144,572 +14,432	+11%	+$279K	0.19%	100
2023 Q3	$2.37M	Sell	130,140 -7,720	-6%	-$145K	0.16%	115
2023 Q2	$2.58M	Sell	137,860 -3,424	-2%	-$58.7K	0.17%	105
2023 Q1	$2.3M	Sell	141,284 -7,256	-5%	-$110K	0.17%	118
2022 Q4	$2.06M	Buy	148,540 +19,236	+15%	+$277K	0.16%	121
2022 Q3	$1.8M	Sell	129,304 -3,260	-2%	-$51.1K	0.15%	128
2022 Q2	$1.92M	Buy	132,564 +100,400	+312%	+$1.6M	0.16%	124
2022 Q1	$602K	Sell	32,164 -3,852	-11%	-$70.2K	0.05%	339
2021 Q4	$659K	Buy	36,016 +12,496	+53%	+$250K	0.06%	279
2021 Q3	$440K	Sell	23,520 -12,496	-35%	-$238K	0.04%	394
2021 Q2	$659K	Buy	36,016 +368	+1%	+$6.37K	0.06%	280
2021 Q1	$615K	Buy	35,648 +16,184	+83%	+$263K	0.06%	236
2020 Q4	$312K	Sell	19,464 -4,648	-19%	-$70.5K	0.04%	312
2020 Q3	$346K	Sell	24,112 -10,480	-30%	-$146K	0.05%	275
2020 Q2	$439K	Sell	34,592 -39,760	-53%	-$464K	0.06%	218
2020 Q1	$740K	Buy	74,352 +37,448	+101%	+$427K	0.19%	109
2019 Q4	$429K	Sell	36,904 -17,560	-32%	-$194K	0.11%	179
2019 Q3	$572K	Sell	54,464 -632	-1%	-$6.66K	0.16%	127
2019 Q2	$573K	Buy	55,096 +18,936	+52%	+$193K	0.2%	87
2019 Q1	$359K	Sell	36,160 -1,416	-4%	-$13.4K	0.12%	126
2018 Q4	$323K	Buy	37,576 +11,992	+47%	+$112K	0.12%	131
2018 Q3	$237K	Sell	25,584 -3,464	-12%	-$34.5K	0.09%	138
2018 Q2	$275K	Buy	+29,048	New	+$270K	0.1%	190

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

Csenge Advisory Group's SCHG Position: Q1 2026 in Review

Csenge Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.3% in Q1 2026, buying an estimated $382K and bringing the position to 242,855 shares worth $7.07M. The position accounts for 0.32% of the portfolio, ranked #56.

Csenge Advisory Group first reported a position in SCHG in Q2 2018 and has held it in 32 quarters since. The position peaked at $7.52M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Csenge Advisory Group held 242,855 shares of Schwab US Large-Cap Growth ETF worth $7.07M as of Q1 2026.
Csenge Advisory Group bought 12,283 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $382K.
Schwab US Large-Cap Growth ETF made up 0.32% of Csenge Advisory Group's portfolio in Q1 2026, its #56 holding.
Csenge Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 32 quarters since.
Csenge Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $7.52M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.