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

Cynosure 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	$1.19M	Sell	40,932 -11,371	-22%	-$353K	0.15%	51
2025 Q4	$1.71M	Buy	52,303 +2,487	+5%	+$80.9K	0.17%	51
2025 Q3	$1.59M	Buy	49,816 +16,190	+48%	+$493K	0.17%	50
2025 Q2	$982K	Sell	33,626 -225	-0.7%	-$5.95K	0.11%	78
2025 Q1	$848K	Buy	33,851 +10	+0%	+$274	0.12%	89
2024 Q4	$943K	Buy	33,841 +9	+0%	+$246	0.14%	74
2024 Q3	$881K	Sell	33,832 -3,556	-10%	-$89.5K	0.13%	80
2024 Q2	$943K	Sell	37,388 -176	-0.5%	-$4.15K	0.15%	84
2024 Q1	$871K	Buy	37,564 +6,048	+19%	+$134K	0.16%	72
2023 Q4	$654K	Buy	31,516 +5,136	+19%	+$99.3K	0.12%	114
2023 Q3	$480K	Buy	26,380 +8,316	+46%	+$157K	0.15%	110
2023 Q2	$338K	Buy	+18,064	New	+$310K	0.1%	111

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

Cynosure Group's SCHG Position: Q1 2026 in Review

Cynosure Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q1 2026, selling an estimated $353K and leaving 40,932 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #51.

Cynosure Group first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Cynosure Group held 40,932 shares of Schwab US Large-Cap Growth ETF worth $1.19M as of Q1 2026.
Cynosure Group sold 11,371 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $353K.
Schwab US Large-Cap Growth ETF made up 0.15% of Cynosure Group's portfolio in Q1 2026, its #51 holding.
Cynosure Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cynosure Group's Schwab US Large-Cap Growth ETF position peaked at $1.71M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.