FSBI
SCHG icon

Fearless Solutions (Best Invest)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fearless Solutions (Best Invest)’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 		$387K Sell
13,284
-900
-6% -$28K 0.23% 81
2025
Q4 		$463K Sell
14,184
-579
-4% -$18.8K 0.28% 66
2025
Q3 		$471K Sell
14,763
-735
-5% -$22.4K 0.3% 64
2025
Q2 		$453K Buy
15,498
+16
+0.1% +$423 0.32% 61
2025
Q1 		$388K Sell
15,482
-1,816
-10% -$49.7K 0.3% 65
2024
Q4 		$482K Buy
+17,298
New +$473K 0.37% 54

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

Fearless Solutions (Best Invest)'s SCHG Position: Q1 2026 in Review

Fearless Solutions (Best Invest) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.3% in Q1 2026, selling an estimated $28K and leaving 13,284 shares worth $387K. The position accounts for 0.23% of the portfolio, ranked #81.

Fearless Solutions (Best Invest) first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $482K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Fearless Solutions (Best Invest) held 13,284 shares of Schwab US Large-Cap Growth ETF worth $387K as of Q1 2026.
  • Fearless Solutions (Best Invest) sold 900 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $28K.
  • Schwab US Large-Cap Growth ETF made up 0.23% of Fearless Solutions (Best Invest)'s portfolio in Q1 2026, its #81 holding.
  • Fearless Solutions (Best Invest) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Fearless Solutions (Best Invest)'s Schwab US Large-Cap Growth ETF position peaked at $482K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fearless Solutions (Best Invest)'s 13F filing for Q1 2026, filed 22 Apr 2026.