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Financial Gravity Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Financial Gravity Asset Management’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 		$23.8K Hold
818
– – ﹤0.01% 425
2025
Q4 		$26.7K Sell
818
-4,049
-83% -$132K 0.01% 330
2025
Q3 		$155K Buy
+4,867
New +$148K 0.03% 171
2025
Q1 		$20.5K Buy
+818
New +$22.4K ﹤0.01% 474
2024
Q2 		$504 Buy
+20
New +$472 ﹤0.01% 910
2019
Q4 		– Sell
-3,160
Closed -$33K – 1660
2019
Q3 		$33K Buy
+3,160
New +$33.3K 0.03% 364

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 Gravity Asset Management's SCHG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 818 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Financial Gravity Asset Management first reported a position in SCHG in Q3 2019 and has held it in 6 quarters since. The position peaked at $155K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Financial Gravity Asset Management held 818 shares of Schwab US Large-Cap Growth ETF worth $23.8K as of Q1 2026.
  • Financial Gravity Asset Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #425 holding.
  • Financial Gravity Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 6 quarters since.
  • Financial Gravity Asset Management's Schwab US Large-Cap Growth ETF position peaked at $155K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.