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Equita Financial Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Equita Financial Network’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 		$245K Sell
8,411
-54
-0.6% -$1.68K 0.08% 76
2025
Q4 		$276K Sell
8,465
-202
-2% -$6.57K 0.08% 85
2025
Q3 		$277K Sell
8,667
-1,141
-12% -$34.8K 0.09% 78
2025
Q2 		$286K Sell
9,808
-907
-8% -$24K 0.11% 66
2025
Q1 		$268K Sell
10,715
-14
-0.1% -$383 0.09% 75
2024
Q4 		$299K Sell
10,729
-1,743
-14% -$47.7K 0.11% 68
2024
Q3 		$325K Sell
12,472
-21,520
-63% -$542K 0.12% 63
2024
Q2 		$857K Buy
+33,992
New +$802K 0.36% 41

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

Equita Financial Network's SCHG Position: Q1 2026 in Review

Equita Financial Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.64% in Q1 2026, selling an estimated $1.68K and leaving 8,411 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #76.

Equita Financial Network first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $857K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Equita Financial Network held 8,411 shares of Schwab US Large-Cap Growth ETF worth $245K as of Q1 2026.
  • Equita Financial Network sold 54 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.68K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Equita Financial Network's portfolio in Q1 2026, its #76 holding.
  • Equita Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Equita Financial Network's Schwab US Large-Cap Growth ETF position peaked at $857K in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.