Empowered Funds’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Empowered Funds’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	$1.42M	Buy	+48,868	New	+$1.52M	0.01%	1263
2025 Q1	–	Sell	-19,996	Closed	-$557K	–	1771
2024 Q4	$557K	Buy	+19,996	New	+$547K	0.01%	1146
2024 Q1	–	Sell	-372,908	Closed	-$7.73M	–	1435
2023 Q4	$7.73M	Buy	+372,908	New	+$7.21M	0.19%	114
2022 Q1	–	Sell	-361,624	Closed	-$7.4M	–	291
2021 Q4	$7.4M	Sell	361,624 -355,432	-50%	-$7.1M	0.83%	24
2021 Q3	$13.3M	Sell	717,056 -4,944	-0.7%	-$94.2K	1.7%	11
2021 Q2	$13.2M	Buy	+722,000	New	+$12.5M	1.67%	15
2020 Q3	–	Sell	-418,216	Closed	-$5.31M	–	149
2020 Q2	$5.31M	Buy	+418,216	New	+$4.88M	2.05%	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

Empowered Funds's SCHG Position: Q1 2026 in Review

Empowered Funds opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 48,868 shares worth $1.42M. The stake represents 0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SCHG as recently as Q4 2024.

Empowered Funds first reported a position in SCHG in Q2 2020 and has held it in 7 quarters since. The position peaked at $13.3M in Q3 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Empowered Funds held 48,868 shares of Schwab US Large-Cap Growth ETF worth $1.42M as of Q1 2026.
Schwab US Large-Cap Growth ETF was a new Empowered Funds position in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1263 holding.
Empowered Funds first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 7 quarters since.
Empowered Funds's Schwab US Large-Cap Growth ETF position peaked at $13.3M in Q3 2021.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.