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Diversified Portfolios Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Diversified Portfolios Inc’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 		$366K Sell
12,581
-885
-7% -$27.5K 0.03% 143
2025
Q4 		$439K Sell
13,466
-3,187
-19% -$104K 0.04% 136
2025
Q3 		$531K Sell
16,653
-985
-6% -$30K 0.05% 118
2025
Q2 		$515K Sell
17,638
-2,184
-11% -$57.7K 0.05% 116
2025
Q1 		$496K Sell
19,822
-4,010
-17% -$110K 0.05% 107
2024
Q4 		$664K Buy
+23,832
New +$652K 0.07% 100

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

Diversified Portfolios Inc's SCHG Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.6% in Q1 2026, selling an estimated $27.5K and leaving 12,581 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #143.

Diversified Portfolios Inc first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $664K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Diversified Portfolios Inc held 12,581 shares of Schwab US Large-Cap Growth ETF worth $366K as of Q1 2026.
  • Diversified Portfolios Inc sold 885 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $27.5K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q1 2026, its #143 holding.
  • Diversified Portfolios Inc first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Diversified Portfolios Inc's Schwab US Large-Cap Growth ETF position peaked at $664K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.