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Evanson Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Evanson Asset Management’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 		$724K Sell
24,862
-3,331
-12% -$104K 0.04% 161
2025
Q4 		$920K Buy
28,193
+5,405
+24% +$176K 0.05% 148
2025
Q3 		$727K Buy
22,788
+3,640
+19% +$111K 0.04% 167
2025
Q2 		$559K Sell
19,148
-1,112
-5% -$29.4K 0.03% 187
2025
Q1 		$507K Buy
20,260
+228
+1% +$6.25K 0.04% 177
2024
Q4 		$558K Buy
20,032
+7,940
+66% +$217K 0.04% 162
2024
Q3 		$315K Buy
12,092
+1,120
+10% +$28.2K 0.02% 240
2024
Q2 		$277K Buy
+10,972
New +$259K 0.02% 246
2023
Q3 		– Sell
-14,736
Closed -$276K – 294
2023
Q2 		$276K Buy
+14,736
New +$253K 0.03% 230

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

Evanson Asset Management's SCHG Position: Q1 2026 in Review

Evanson Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q1 2026, selling an estimated $104K and leaving 24,862 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #161.

Evanson Asset Management first reported a position in SCHG in Q2 2023 and has held it in 9 quarters since. The position peaked at $920K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Evanson Asset Management held 24,862 shares of Schwab US Large-Cap Growth ETF worth $724K as of Q1 2026.
  • Evanson Asset Management sold 3,331 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $104K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Evanson Asset Management's portfolio in Q1 2026, its #161 holding.
  • Evanson Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 9 quarters since.
  • Evanson Asset Management's Schwab US Large-Cap Growth ETF position peaked at $920K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.