Fiduciary Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fiduciary Family Office’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	$233K	Sell	7,995 -1,922	-19%	-$59.7K	0.07%	169
2025 Q4	$323K	Buy	9,917 +174	+2%	+$5.66K	0.09%	135
2025 Q3	$311K	Buy	9,743 +1,038	+12%	+$31.6K	0.09%	149
2025 Q2	$254K	Buy	+8,705	New	+$230K	0.08%	165
2024 Q4	–	Sell	-17,280	Closed	-$450K	–	219
2024 Q3	$450K	Sell	17,280 -5,904	-25%	-$149K	0.15%	137
2024 Q2	$584K	Buy	23,184 +2,688	+13%	+$63.4K	0.23%	112
2024 Q1	$475K	Buy	+20,496	New	+$453K	0.19%	140

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

Fiduciary Family Office's SCHG Position: Q1 2026 in Review

Fiduciary Family Office reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q1 2026, selling an estimated $59.7K and leaving 7,995 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #169.

Fiduciary Family Office first reported a position in SCHG in Q1 2024 and has held it in 7 quarters since. The position peaked at $584K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Fiduciary Family Office held 7,995 shares of Schwab US Large-Cap Growth ETF worth $233K as of Q1 2026.
Fiduciary Family Office sold 1,922 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $59.7K.
Schwab US Large-Cap Growth ETF made up 0.07% of Fiduciary Family Office's portfolio in Q1 2026, its #169 holding.
Fiduciary Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 7 quarters since.
Fiduciary Family Office's Schwab US Large-Cap Growth ETF position peaked at $584K in Q2 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.