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

ETF Store’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 		$592K Buy
20,313
+6,772
+50% +$211K 0.58% 32
2025
Q4 		$442K Buy
13,541
+51
+0.4% +$1.66K 0.45% 40
2025
Q3 		$430K Buy
13,490
+2,452
+22% +$74.7K 0.46% 41
2025
Q2 		$322K Buy
11,038
+41
+0.4% +$1.08K 0.37% 49
2025
Q1 		$275K Buy
10,997
+381
+4% +$10.4K 0.34% 58
2024
Q4 		$296K Buy
10,616
+1,096
+12% +$30K 0.37% 52
2024
Q3 		$248K Sell
9,520
-648
-6% -$16.3K 0.26% 74
2024
Q2 		$256K Sell
10,168
-2,588
-20% -$61K 0.26% 71
2024
Q1 		$296K Buy
+12,756
New +$282K 0.17% 85

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

ETF Store's SCHG Position: Q1 2026 in Review

ETF Store increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 50% in Q1 2026, buying an estimated $211K and bringing the position to 20,313 shares worth $592K. The position accounts for 0.58% of the portfolio, ranked #32.

ETF Store first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • ETF Store held 20,313 shares of Schwab US Large-Cap Growth ETF worth $592K as of Q1 2026.
  • ETF Store bought 6,772 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $211K.
  • Schwab US Large-Cap Growth ETF made up 0.58% of ETF Store's portfolio in Q1 2026, its #32 holding.
  • ETF Store first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on ETF Store's 13F filing for Q1 2026, filed 30 Apr 2026.