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Dearborn Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Dearborn Partners’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 		$421K Buy
14,450
+6,450
+81% +$201K 0.02% 196
2025
Q4 		$261K Hold
8,000
– – 0.01% 242
2025
Q3 		$255K Buy
+8,000
New +$244K 0.01% 239

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

Dearborn Partners's SCHG Position: Q1 2026 in Review

Dearborn Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 81% in Q1 2026, buying an estimated $201K and bringing the position to 14,450 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #196.

Dearborn Partners first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Dearborn Partners held 14,450 shares of Schwab US Large-Cap Growth ETF worth $421K as of Q1 2026.
  • Dearborn Partners bought 6,450 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $201K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Dearborn Partners's portfolio in Q1 2026, its #196 holding.
  • Dearborn Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.