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

Financial Advisors Network’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 		$38.5M Buy
1,320,038
+21,915
+2% +$681K 5.31% 3
2025
Q4 		$42.3M Buy
1,298,123
+32,195
+3% +$1.05M 5.8% 3
2025
Q3 		$40.4M Buy
1,265,928
+47,648
+4% +$1.45M 5.72% 3
2025
Q2 		$35.6M Buy
1,218,280
+35,046
+3% +$927K 5.37% 3
2025
Q1 		$29.6M Buy
1,183,234
+19,416
+2% +$532K 4.91% 4
2024
Q4 		$32.4M Buy
+1,163,818
New +$31.8M 5.4% 3
2023
Q4 		$22.7M Buy
1,094,116
+33,368
+3% +$645K 4.57% 4
2023
Q3 		$19.3M Buy
+1,060,748
New +$20M 4.33% 4
2022
Q4 		$11.5M Buy
825,876
+40,904
+5% +$588K 3.04% 7
2022
Q3 		$11M Buy
784,972
+60,152
+8% +$942K 3.24% 6
2022
Q2 		$10.5M Sell
724,820
-360,856
-33% -$5.77M 2.94% 8
2022
Q1 		$20.3M Buy
1,085,676
+52,300
+5% +$954K 5% 5
2021
Q4 		$21.2M Buy
1,033,376
+51,888
+5% +$1.04M 4.76% 6
2021
Q3 		$20.1M Buy
981,488
+77,416
+9% +$1.47M 4.64% 6
2021
Q2 		$16.5M Buy
904,072
+85,960
+11% +$1.49M 4.86% 6
2021
Q1 		$13.3M Buy
818,112
+10,128
+1% +$165K 4.29% 6
2020
Q4 		$13M Buy
807,984
+65,824
+9% +$998K 4.46% 5
2020
Q3 		$10.7M Sell
742,160
-33,784
-4% -$471K 4.18% 5
2020
Q2 		$9.85M Buy
775,944
+15,344
+2% +$179K 4.02% 6
2020
Q1 		$7.57M Buy
760,600
+213,656
+39% +$2.44M 3.61% 7
2019
Q4 		$6.35M Buy
546,944
+232,264
+74% +$2.56M 2.91% 5
2019
Q3 		$3.31M Buy
314,680
+50,328
+19% +$530K 1.69% 10
2019
Q2 		$2.72M Buy
264,352
+84,688
+47% +$861K 1.46% 12
2019
Q1 		$1.75M Buy
+179,664
New +$1.7M 1.01% 16

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

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

Financial Advisors Network increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q1 2026, buying an estimated $681K and bringing the position to 1,320,038 shares worth $38.5M. The position accounts for 5.31% of the portfolio, ranked #3.

Financial Advisors Network first reported a position in SCHG in Q1 2019 and has held it in 24 quarters since. The position peaked at $42.3M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Financial Advisors Network held 1,320,038 shares of Schwab US Large-Cap Growth ETF worth $38.5M as of Q1 2026.
  • Financial Advisors Network bought 21,915 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $681K.
  • Schwab US Large-Cap Growth ETF made up 5.31% of Financial Advisors Network's portfolio in Q1 2026, its #3 holding.
  • Financial Advisors Network first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 24 quarters since.
  • Financial Advisors Network's Schwab US Large-Cap Growth ETF position peaked at $42.3M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.