Fi3 Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fi3 Financial Advisors’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	$898K	Sell	30,834 -3,212	-9%	-$99.8K	0.26%	39
2025 Q4	$1.11M	Hold	34,046	–	–	0.34%	32
2025 Q3	$1.09M	Sell	34,046 -990	-3%	-$30.2K	0.37%	29
2025 Q2	$1.02M	Hold	35,036	–	–	0.37%	27
2025 Q1	$877K	Sell	35,036 -1,764	-5%	-$48.3K	0.36%	33
2024 Q4	$1.03M	Sell	36,800 -88	-0.2%	-$2.41K	0.38%	31
2024 Q3	$961K	Buy	+36,888	New	+$928K	0.38%	29

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Fi3 Financial Advisors's SCHG Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.4% in Q1 2026, selling an estimated $99.8K and leaving 30,834 shares worth $898K. The position accounts for 0.26% of the portfolio, ranked #39.

Fi3 Financial Advisors first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Fi3 Financial Advisors held 30,834 shares of Schwab US Large-Cap Growth ETF worth $898K as of Q1 2026.
Fi3 Financial Advisors sold 3,212 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $99.8K.
Schwab US Large-Cap Growth ETF made up 0.26% of Fi3 Financial Advisors's portfolio in Q1 2026, its #39 holding.
Fi3 Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Fi3 Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.11M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.