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

Financial Consulate’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 		$1.55M Sell
53,093
-5,195
-9% -$161K 0.19% 36
2025
Q4 		$1.9M Buy
58,288
+34
+0.1% +$1.11K 0.26% 32
2025
Q3 		$1.86M Buy
58,254
+33
+0.1% +$1.01K 0.26% 30
2025
Q2 		$1.7M Buy
58,221
+33
+0.1% +$872 0.34% 22
2025
Q1 		$1.46M Buy
58,188
+1,267
+2% +$34.7K 0.37% 20
2024
Q4 		$1.59M Buy
56,921
+9,981
+21% +$273K 0.42% 20
2024
Q3 		$1.22M Buy
46,940
+28,028
+148% +$705K 0.32% 19
2024
Q2 		$477K Sell
18,912
-1,440
-7% -$34K 0.14% 26
2024
Q1 		$472K Buy
20,352
+1,396
+7% +$30.9K 0.14% 27
2023
Q4 		$393K Buy
18,956
+4
+0% +$77 0.13% 30
2023
Q3 		$345K Buy
+18,952
New +$357K 0.15% 31

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 Consulate's SCHG Position: Q1 2026 in Review

Financial Consulate reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.9% in Q1 2026, selling an estimated $161K and leaving 53,093 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #36.

Financial Consulate first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Financial Consulate held 53,093 shares of Schwab US Large-Cap Growth ETF worth $1.55M as of Q1 2026.
  • Financial Consulate sold 5,195 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $161K.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Financial Consulate's portfolio in Q1 2026, its #36 holding.
  • Financial Consulate first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Financial Consulate's Schwab US Large-Cap Growth ETF position peaked at $1.9M 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 Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.