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CVA Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

CVA Family Office’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 		$12.6M Buy
433,488
+30,481
+8% +$948K 1.33% 20
2025
Q4 		$13.1M Buy
403,007
+169,224
+72% +$5.5M 1.51% 17
2025
Q3 		$7.46M Buy
233,783
+67,117
+40% +$2.05M 0.96% 26
2025
Q2 		$4.87M Buy
166,666
+13,633
+9% +$360K 0.68% 35
2025
Q1 		$3.83M Buy
153,033
+40,129
+36% +$1.1M 0.59% 37
2024
Q4 		$3.15M Buy
112,904
+532
+0.5% +$14.5K 0.5% 44
2024
Q3 		$2.93M Buy
112,372
+28,080
+33% +$707K 0.48% 45
2024
Q2 		$2.13M Buy
84,292
+9,968
+13% +$235K 0.38% 47
2024
Q1 		$1.72M Buy
74,324
+6,212
+9% +$137K 0.31% 58
2023
Q4 		$1.41M Buy
68,112
+52,628
+340% +$1.02M 0.28% 57
2023
Q3 		$281K Buy
15,484
+3,124
+25% +$58.8K 0.06% 178
2023
Q2 		$232K Buy
12,360
+2,780
+29% +$47.7K 0.05% 203
2023
Q1 		$156K Sell
9,580
-2,000
-17% -$30.4K 0.03% 246
2022
Q4 		$161K Buy
11,580
+4
+0% +$58 0.04% 230
2022
Q3 		$162K Hold
11,576
– – 0.04% 194
2022
Q2 		$168K Buy
11,576
+4
+0% +$64 0.05% 181
2022
Q1 		$216K Sell
11,572
-4
-0% -$73 0.05% 171
2021
Q4 		$237K Buy
11,576
+8
+0.1% +$160 0.06% 157
2021
Q3 		$166K Hold
11,568
– – 0.12% 93
2021
Q2 		$211K Hold
11,568
– – 0.06% 156
2021
Q1 		$188K Hold
11,568
– – 0.07% 127
2020
Q4 		$186K Hold
11,568
– – 0.11% 98
2020
Q3 		$166K Buy
11,568
+8
+0.1% +$112 0.12% 93
2020
Q2 		$147K Buy
11,560
+4,000
+53% +$46.6K 0.12% 93
2020
Q1 		$75K Buy
+7,560
New +$86.2K 0.08% 115

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

CVA Family Office's SCHG Position: Q1 2026 in Review

CVA Family Office increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.6% in Q1 2026, buying an estimated $948K and bringing the position to 433,488 shares worth $12.6M. The position accounts for 1.33% of the portfolio, ranked #20.

CVA Family Office first reported a position in SCHG in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.1M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • CVA Family Office held 433,488 shares of Schwab US Large-Cap Growth ETF worth $12.6M as of Q1 2026.
  • CVA Family Office bought 30,481 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $948K.
  • Schwab US Large-Cap Growth ETF made up 1.33% of CVA Family Office's portfolio in Q1 2026, its #20 holding.
  • CVA Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Schwab US Large-Cap Growth ETF position peaked at $13.1M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.