Financial Engines Advisors
SCHG icon

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

Financial Engines 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 		$993M Buy
34,105,277
+121,045
+0.4% +$3.76M 2.02% 19
2025
Q4 		$1.11B Sell
33,984,232
-1,604,897
-5% -$52.2M 2.1% 19
2025
Q3 		$1.14B Sell
35,589,129
-2,586,022
-7% -$78.8M 2.17% 19
2025
Q2 		$1.12B Sell
38,175,151
-11,790
-0% -$312K 2.23% 18
2025
Q1 		$956M Sell
38,186,941
-1,601,626
-4% -$43.9M 2.05% 19
2024
Q4 		$1.11B Sell
39,788,567
-5,212,065
-12% -$143M 2.33% 17
2024
Q3 		$1.09B Buy
45,000,632
+2,553,208
+6% +$64.3M 2.27% 18
2024
Q2 		$1.07B Sell
42,447,424
-3,002,724
-7% -$70.8M 2.38% 16
2024
Q1 		$1.05B Sell
45,450,148
-3,071,336
-6% -$67.9M 2.37% 16
2023
Q4 		$1.01B Sell
48,521,484
-2,673,940
-5% -$51.7M 2.37% 17
2023
Q3 		$931M Sell
51,195,424
-6,640,680
-11% -$125M 2.45% 15
2023
Q2 		$1.08B Sell
57,836,104
-6,530,792
-10% -$112M 2.75% 14
2023
Q1 		$1.05B Sell
64,366,896
-1,392,792
-2% -$21.1M 2.78% 14
2022
Q4 		$913M Sell
65,759,688
-1,733,628
-3% -$24.9M 2.61% 14
2022
Q3 		$942M Sell
67,493,316
-6,898,620
-9% -$108M 3.07% 12
2022
Q2 		$1.08B Sell
74,391,936
-904,556
-1% -$14.5M 3.29% 10
2022
Q1 		$1.41B Sell
75,296,492
-1,721,100
-2% -$31.4M 3.76% 9
2021
Q4 		$1.58B Buy
77,017,592
+3,507,824
+5% +$70.1M 4.19% 9
2021
Q3 		$1.36B Sell
73,509,768
-11,524,240
-14% -$220M 4.02% 9
2021
Q2 		$1.55B Sell
85,034,008
-18,032,560
-17% -$312M 4.5% 9
2021
Q1 		$1.67B Sell
103,066,568
-6,255,952
-6% -$102M 5.22% 7
2020
Q4 		$1.75B Sell
109,322,520
-8,677,624
-7% -$132M 5.98% 6
2020
Q3 		$1.7B Sell
118,000,144
-6,467,688
-5% -$90.1M 6.77% 6
2020
Q2 		$1.58B Buy
124,467,832
+32,105,712
+35% +$374M 6.91% 5
2020
Q1 		$920M Sell
92,362,120
-4,030,304
-4% -$46M 4.94% 7
2019
Q4 		$1.12B Buy
96,392,424
+1,761,312
+2% +$19.4M 5.42% 6
2019
Q3 		$994M Buy
94,631,112
+1,868,840
+2% +$19.7M 5.35% 6
2019
Q2 		$965M Sell
92,762,272
-155,496
-0.2% -$1.58M 5.64% 5
2019
Q1 		$923M Buy
92,917,768
+8,532,920
+10% +$80.7M 5.03% 7
2018
Q4 		$727M Sell
84,384,848
-2,903,544
-3% -$27M 5.02% 7
2018
Q3 		$895M Buy
87,288,392
+6,774,768
+8% +$67.5M 17.07% 2
2018
Q2 		$763M Buy
80,513,624
+5,409,360
+7% +$50.4M 18.13% 2
2018
Q1 		$673M Buy
75,104,264
+1,421,640
+2% +$13.1M 19.64% 3
2017
Q4 		$651M Buy
73,682,624
+3,036,968
+4% +$26.1M 18.71% 3
2017
Q3 		$583M Sell
70,645,656
-16,920,968
-19% -$137M 19.48% 3
2017
Q2 		$662M Buy
87,566,624
+182,312
+0.2% +$1.42M 30.51% 1
2017
Q1 		$661M Buy
87,384,312
+10,615,688
+14% +$78.5M 31.17% 1
2016
Q4 		$536M Buy
+76,768,624
New +$531M 26.35% 1

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Financial Engines Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.36% in Q1 2026, buying an estimated $3.76M and bringing the position to 34,105,277 shares worth $993M. The position accounts for 2.02% of the portfolio, ranked #19.

Financial Engines Advisors first reported a position in SCHG in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.75B in Q4 2020. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Financial Engines Advisors held 34,105,277 shares of Schwab US Large-Cap Growth ETF worth $993M as of Q1 2026.
  • Financial Engines Advisors bought 121,045 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.76M.
  • Schwab US Large-Cap Growth ETF made up 2.02% of Financial Engines Advisors's portfolio in Q1 2026, its #19 holding.
  • Financial Engines Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Financial Engines Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.75B in Q4 2020.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.