Envestnet Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.88B | Buy |
64,461,584
+134,381
| +0.2% | +$4.18M | 0.5% | 36 |
|
|
2025
Q4 | $2.1B | Buy |
64,327,203
+2,435,513
| +4% | +$79.2M | 0.62% | 27 |
|
|
2025
Q3 | $1.97B | Buy |
61,891,690
+6,651,144
| +12% | +$203M | 0.57% | 29 |
|
|
2025
Q2 | $1.61B | Buy |
55,240,546
+6,979,991
| +14% | +$185M | 0.47% | 40 |
|
|
2025
Q1 | $1.21B | Buy |
48,260,555
+5,775,232
| +14% | +$158M | 0.39% | 46 |
|
|
2024
Q4 | $1.18B | Sell |
42,485,323
-1,269,353
| -3% | -$34.7M | 0.38% | 53 |
|
|
2024
Q3 | $1.14B | Buy |
43,754,676
+3,842,984
| +10% | +$96.7M | 0.37% | 52 |
|
|
2024
Q2 | $1.01B | Buy |
39,911,692
+5,098,380
| +15% | +$120M | 0.35% | 53 |
|
|
2024
Q1 | $807M | Buy |
34,813,312
+3,057,384
| +10% | +$67.6M | 0.3% | 62 |
|
|
2023
Q4 | $659M | Buy |
31,755,928
+6,470,748
| +26% | +$125M | 0.27% | 67 |
|
|
2023
Q3 | $460M | Buy |
25,285,180
+795,256
| +3% | +$15M | 0.21% | 83 |
|
|
2023
Q2 | $459M | Buy |
24,489,924
+2,830,960
| +13% | +$48.5M | 0.2% | 81 |
|
|
2023
Q1 | $353M | Buy |
21,658,964
+1,967,560
| +10% | +$29.9M | 0.17% | 99 |
|
|
2022
Q4 | $274M | Buy |
19,691,404
+4,069,544
| +26% | +$58.5M | 0.14% | 129 |
|
|
2022
Q3 | $218M | Buy |
15,621,860
+1,550,484
| +11% | +$24.3M | 0.12% | 148 |
|
|
2022
Q2 | $204M | Buy |
14,071,376
+335,392
| +2% | +$5.36M | 0.11% | 167 |
|
|
2022
Q1 | $257M | Buy |
13,735,984
+1,194,008
| +10% | +$21.8M | 0.13% | 136 |
|
|
2021
Q4 | $257M | Sell |
12,541,976
-175,416
| -1% | -$3.51M | 0.13% | 145 |
|
|
2021
Q3 | $235M | Sell |
12,717,392
-2,021,264
| -14% | -$38.5M | 0.13% | 138 |
|
|
2021
Q2 | $269M | Buy |
14,738,656
+3,716,944
| +34% | +$64.3M | 0.15% | 118 |
|
|
2021
Q1 | $179M | Buy |
11,021,712
+2,355,048
| +27% | +$38.3M | 0.12% | 147 |
|
|
2020
Q4 | $139M | Buy |
8,666,664
+2,199,008
| +34% | +$33.3M | 0.11% | 157 |
|
|
2020
Q3 | $93.1M | Buy |
6,467,656
+504,896
| +8% | +$7.04M | 0.08% | 186 |
|
|
2020
Q2 | $75.7M | Buy |
5,962,760
+101,904
| +2% | +$1.19M | 0.07% | 214 |
|
|
2020
Q1 | $58.4M | Buy |
5,860,856
+1,082,144
| +23% | +$12.3M | 0.07% | 219 |
|
|
2019
Q4 | $55.5M | Sell |
4,778,712
-83,899,440
| -95% | -$925M | 0.06% | 254 |
|
|
2019
Q3 | $931M | Buy |
88,678,152
+84,351,464
| +1,950% | +$889M | 1.02% | 22 |
|
|
2019
Q2 | $45M | Buy |
4,326,688
+493,848
| +13% | +$5.02M | 0.06% | 250 |
|
|
2019
Q1 | $38.1M | Buy |
3,832,840
+972,880
| +34% | +$9.2M | 0.05% | 269 |
|
|
2018
Q4 | $24.6M | Buy |
2,859,960
+694,656
| +32% | +$6.47M | 0.04% | 312 |
|
|
2018
Q3 | $22.2M | Buy |
2,165,304
+103,808
| +5% | +$1.03M | 0.04% | 174 |
|
|
2018
Q2 | $19.5M | Buy |
2,061,496
+1,922,448
| +1,383% | +$17.9M | 0.04% | 193 |
|
|
2018
Q1 | $1.25M | Sell |
139,048
-1,743,560
| -93% | -$16.1M | ﹤0.01% | 872 |
|
|
2017
Q4 | $16.6M | Sell |
1,882,608
-41,288
| -2% | -$355K | 0.04% | 279 |
|
|
2017
Q3 | $15.9M | Buy |
1,923,896
+170,088
| +10% | +$1.38M | 0.04% | 276 |
|
|
2017
Q2 | $13.9M | Buy |
1,753,808
+644,576
| +58% | +$5.02M | 0.04% | 293 |
|
|
2017
Q1 | $8.39M | Buy |
1,109,232
+279,496
| +34% | +$2.07M | 0.03% | 401 |
|
|
2016
Q4 | $5.79M | Buy |
829,736
+64,456
| +8% | +$446K | 0.02% | 491 |
|
|
2016
Q3 | $5.31M | Sell |
765,280
-123,792
| -14% | -$850K | 0.02% | 563 |
|
|
2016
Q2 | $5.83M | Sell |
889,072
-76,112
| -8% | -$500K | 0.02% | 570 |
|
|
2016
Q1 | $6.32M | Sell |
965,184
-386,296
| -29% | -$2.39M | 0.03% | 505 |
|
|
2015
Q4 | $8.93M | Sell |
1,351,480
-117,424
| -8% | -$784K | 0.04% | 376 |
|
|
2015
Q3 | $9.18M | Sell |
1,468,904
-234,976
| -14% | -$1.56M | 0.05% | 343 |
|
|
2015
Q2 | $11.4M | Sell |
1,703,880
-16,624
| -1% | -$113K | 0.05% | 324 |
|
|
2015
Q1 | $11.6M | Buy |
1,720,504
+19,056
| +1% | +$126K | 0.06% | 313 |
|
|
2014
Q4 | $11M | Buy |
1,701,448
+536,272
| +46% | +$3.38M | 0.11% | 137 |
|
|
2014
Q3 | $7.16M | Sell |
1,165,176
-6,984
| -0.6% | -$43K | 0.07% | 184 |
|
|
2014
Q2 | $7.11M | Sell |
1,172,160
-77,800
| -6% | -$455K | 0.07% | 204 |
|
|
2014
Q1 | $7.19M | Sell |
1,249,960
-386,152
| -24% | -$2.19M | 0.08% | 171 |
|
|
2013
Q4 | $9.25M | Sell |
1,636,112
-331,880
| -17% | -$1.79M | 0.11% | 143 |
|
|
2013
Q3 | $10.1M | Buy |
1,967,992
+97,272
| +5% | +$491K | 0.12% | 140 |
|
|
2013
Q2 | $8.91M | Buy |
+1,870,720
| New | +$8.95M | 0.12% | 143 |
|
Other funds holding SCHG
MG
VIA
Envestnet Asset Management's SCHG Position: Q1 2026 in Review
Envestnet Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.21% in Q1 2026, buying an estimated $4.18M and bringing the position to 64,461,584 shares worth $1.88B. The position accounts for 0.5% of the portfolio, ranked #36.
Envestnet Asset Management first reported a position in SCHG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.1B in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.
- Envestnet Asset Management held 64,461,584 shares of Schwab US Large-Cap Growth ETF worth $1.88B as of Q1 2026.
- Envestnet Asset Management bought 134,381 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.18M.
- Schwab US Large-Cap Growth ETF made up 0.5% of Envestnet Asset Management's portfolio in Q1 2026, its #36 holding.
- Envestnet Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's Schwab US Large-Cap Growth ETF position peaked at $2.1B in Q4 2025.
- 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.