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

DHJJ Financial 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 		$9.56M Sell
328,264
-3,591
-1% -$112K 3.17% 4
2025
Q4 		$10.8M Sell
331,855
-2,691
-0.8% -$87.5K 3.6% 3
2025
Q3 		$10.7M Sell
334,546
-2,689
-0.8% -$82K 3.62% 3
2025
Q2 		$9.85M Sell
337,235
-2,481
-0.7% -$65.6K 3.56% 4
2025
Q1 		$8.51M Sell
339,716
-6,424
-2% -$176K 3.43% 4
2024
Q4 		$9.65M Sell
346,140
-1,928
-0.6% -$52.7K 3.76% 4
2024
Q3 		$9.07M Buy
348,068
+2,856
+0.8% +$71.9K 3.59% 4
2024
Q2 		$8.7M Buy
345,212
+4,388
+1% +$104K 3.68% 4
2024
Q1 		$7.9M Buy
340,824
+11,036
+3% +$244K 3.5% 4
2023
Q4 		$6.84M Sell
329,788
-1,096
-0.3% -$21.2K 3.2% 6
2023
Q3 		$6.02M Sell
330,884
-12,624
-4% -$238K 3.05% 6
2023
Q2 		$6.44M Sell
343,508
-800
-0.2% -$13.7K 3.35% 6
2023
Q1 		$5.61M Sell
344,308
-6,192
-2% -$94K 3.04% 7
2022
Q4 		$4.86M Sell
350,500
-35,632
-9% -$512K 2.79% 9
2022
Q3 		$5.34M Buy
386,132
+3,412
+0.9% +$53.5K 3.12% 7
2022
Q2 		$5.55M Buy
382,720
+15,060
+4% +$241K 3.1% 8
2022
Q1 		$6.9M Buy
367,660
+3,884
+1% +$70.8K 3.31% 6
2021
Q4 		$7.45M Buy
363,776
+1,496
+0.4% +$29.9K 3.49% 6
2021
Q3 		$6.71M Buy
362,280
+2,944
+0.8% +$56.1K 3.47% 6
2021
Q2 		$6.56M Buy
359,336
+2,064
+0.6% +$35.7K 3.46% 6
2021
Q1 		$5.8M Buy
357,272
+4,544
+1% +$73.9K 3.36% 6
2020
Q4 		$5.66M Buy
+352,728
New +$5.35M 3.56% 6

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

DHJJ Financial Advisors's SCHG Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q1 2026, selling an estimated $112K and leaving 328,264 shares worth $9.56M. The position accounts for 3.17% of the portfolio, ranked #4.

DHJJ Financial Advisors first reported a position in SCHG in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.8M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • DHJJ Financial Advisors held 328,264 shares of Schwab US Large-Cap Growth ETF worth $9.56M as of Q1 2026.
  • DHJJ Financial Advisors sold 3,591 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $112K.
  • Schwab US Large-Cap Growth ETF made up 3.17% of DHJJ Financial Advisors's portfolio in Q1 2026, its #4 holding.
  • DHJJ Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $10.8M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.