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

Fidelity Investments’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 		$17.3M Buy
594,175
+75,958
+15% +$2.36M ﹤0.01% 1842
2025
Q4 		$16.9M Buy
518,217
+45,670
+10% +$1.49M ﹤0.01% 1838
2025
Q3 		$15.1M Buy
472,547
+53,768
+13% +$1.64M ﹤0.01% 1842
2025
Q2 		$12.2M Buy
418,779
+41,859
+11% +$1.11M ﹤0.01% 1852
2025
Q1 		$9.44M Buy
376,920
+84,964
+29% +$2.33M ﹤0.01% 1940
2024
Q4 		$8.14M Sell
291,956
-80
-0% -$2.19K ﹤0.01% 2010
2024
Q3 		$7.61M Buy
292,036
+39,636
+16% +$997K ﹤0.01% 2007
2024
Q2 		$6.36M Buy
252,400
+33,492
+15% +$790K ﹤0.01% 2003
2024
Q1 		$5.07M Buy
218,908
+37,820
+21% +$836K ﹤0.01% 2077
2023
Q4 		$3.76M Buy
181,088
+3,180
+2% +$61.5K ﹤0.01% 2138
2023
Q3 		$3.23M Buy
177,908
+30,548
+21% +$575K ﹤0.01% 2161
2023
Q2 		$2.76M Sell
147,360
-7,512
-5% -$129K ﹤0.01% 2236
2023
Q1 		$2.52M Sell
154,872
-7,100
-4% -$108K ﹤0.01% 2311
2022
Q4 		$2.25M Buy
161,972
+4,464
+3% +$64.2K ﹤0.01% 2343
2022
Q3 		$2.2M Sell
157,508
-3,040
-2% -$47.6K ﹤0.01% 2409
2022
Q2 		$2.33M Sell
160,548
-16,472
-9% -$263K ﹤0.01% 2458
2022
Q1 		$3.31M Buy
177,020
+13,676
+8% +$249K ﹤0.01% 2472
2021
Q4 		$3.34M Buy
163,344
+11,016
+7% +$220K ﹤0.01% 2454
2021
Q3 		$2.82M Buy
152,328
+26,624
+21% +$507K ﹤0.01% 2497
2021
Q2 		$2.29M Buy
125,704
+5,984
+5% +$104K ﹤0.01% 2528
2021
Q1 		$1.94M Buy
119,720
+2,472
+2% +$40.2K ﹤0.01% 2475
2020
Q4 		$1.88M Buy
117,248
+19,792
+20% +$300K ﹤0.01% 2406
2020
Q3 		$1.4M Buy
97,456
+4,144
+4% +$57.8K ﹤0.01% 2368
2020
Q2 		$1.19M Sell
93,312
-21,608
-19% -$252K ﹤0.01% 2372
2020
Q1 		$1.14M Buy
114,920
+14,832
+15% +$169K ﹤0.01% 2307
2019
Q4 		$1.16M Buy
100,088
+304
+0.3% +$3.35K ﹤0.01% 2372
2019
Q3 		$1.05M Buy
99,784
+7,696
+8% +$81.1K ﹤0.01% 2410
2019
Q2 		$958K Buy
92,088
+2,744
+3% +$27.9K ﹤0.01% 2456
2019
Q1 		$887K Buy
89,344
+24,768
+38% +$234K ﹤0.01% 2434
2018
Q4 		$556K Sell
64,576
-6,392
-9% -$59.5K ﹤0.01% 2457
2018
Q3 		$728K Buy
70,968
+14,688
+26% +$146K ﹤0.01% 2510
2018
Q2 		$533K Buy
56,280
+14,536
+35% +$135K ﹤0.01% 2495
2018
Q1 		$374K Sell
41,744
-1,896
-4% -$17.5K ﹤0.01% 2551
2017
Q4 		$387K Sell
43,640
-288
-0.7% -$2.48K ﹤0.01% 2555
2017
Q3 		$363K Buy
43,928
+5,456
+14% +$44.2K ﹤0.01% 2510
2017
Q2 		$304K Buy
38,472
+8,208
+27% +$64K ﹤0.01% 2553
2017
Q1 		$229K Buy
30,264
+448
+2% +$3.31K ﹤0.01% 2606
2016
Q4 		$209K Buy
+29,816
New +$206K ﹤0.01% 2623

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

Fidelity Investments's SCHG Position: Q1 2026 in Review

Fidelity Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q1 2026, buying an estimated $2.36M and bringing the position to 594,175 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Fidelity Investments first reported a position in SCHG in Q4 2016 and has held it in 38 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Fidelity Investments held 594,175 shares of Schwab US Large-Cap Growth ETF worth $17.3M as of Q1 2026.
  • Fidelity Investments bought 75,958 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.36M.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1842 holding.
  • Fidelity Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.