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

Everstar 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 		$491K Buy
16,847
+2
+0% +$62 0.26% 115
2025
Q4 		$550K Buy
16,845
+1
+0% +$33 0.29% 100
2025
Q3 		$538K Sell
16,844
-295
-2% -$8.99K 0.3% 108
2025
Q2 		$501K Sell
17,139
-988
-5% -$26.1K 0.31% 105
2025
Q1 		$454K Sell
18,127
-13,015
-42% -$356K 0.3% 106
2024
Q4 		$868K Sell
31,142
-8,958
-22% -$245K 0.61% 43
2024
Q3 		$1.04M Buy
+40,100
New +$1.01M 0.72% 39

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

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

Everstar Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $62 and bringing the position to 16,847 shares worth $491K. The position accounts for 0.26% of the portfolio, ranked #115.

Everstar Asset Management first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Everstar Asset Management held 16,847 shares of Schwab US Large-Cap Growth ETF worth $491K as of Q1 2026.
  • Everstar Asset Management bought 2 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $62.
  • Schwab US Large-Cap Growth ETF made up 0.26% of Everstar Asset Management's portfolio in Q1 2026, its #115 holding.
  • Everstar Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Everstar Asset Management's Schwab US Large-Cap Growth ETF position peaked at $1.04M in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.