Econ Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Econ Financial Services’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	–	Sell	-7,010	Closed	-$229K	–	97
2025 Q4	$229K	Sell	7,010 -7	-0.1%	-$228	0.11%	73
2025 Q3	$224K	Sell	7,017 -4,724	-40%	-$144K	0.11%	75
2025 Q2	$343K	Sell	11,741 -76,078	-87%	-$2.01M	0.18%	77
2025 Q1	$2.2M	Buy	+87,819	New	+$2.41M	1.17%	25
2024 Q3	–	Sell	-21,868	Closed	-$551K	–	100
2024 Q2	$551K	Buy	21,868 +772	+4%	+$18.2K	0.34%	82
2024 Q1	$489K	Sell	21,096 -948	-4%	-$21K	0.3%	77
2023 Q4	$457K	Sell	22,044 -8	-0%	-$155	0.32%	62
2023 Q3	$401K	Buy	+22,052	New	+$415K	0.29%	62
2022 Q3	–	Sell	-273,032	Closed	-$3.96M	–	98
2022 Q2	$3.96M	Buy	+273,032	New	+$4.36M	3.19%	7

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

Econ Financial Services's SCHG Position: Q1 2026 in Review

Econ Financial Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 7,010 shares — an estimated $229K sold.

Econ Financial Services first reported a position in SCHG in Q2 2022 and held it in 9 quarters. The position peaked at $3.96M in Q2 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Econ Financial Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Econ Financial Services sold 7,010 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $229K.
Econ Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and held it in 9 quarters.
Econ Financial Services's Schwab US Large-Cap Growth ETF position peaked at $3.96M in Q2 2022.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.