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

Financial Life 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	$982K	Hold	33,702	–	–	0.31%	30
2025 Q4	$1.1M	Sell	33,702 -141	-0.4%	-$4.59K	0.34%	28
2025 Q3	$1.08M	Hold	33,843	–	–	0.35%	30
2025 Q2	$989K	Sell	33,843 -10	-0%	-$264	0.34%	30
2025 Q1	$848K	Sell	33,853 -119	-0.4%	-$3.26K	0.32%	31
2024 Q4	$947K	Sell	33,972 -12	-0%	-$328	0.36%	25
2024 Q3	$885K	Sell	33,984 -20	-0.1%	-$503	0.33%	25
2024 Q2	$857K	Sell	34,004 -24	-0.1%	-$566	0.35%	26
2024 Q1	$789K	Sell	34,028 -20	-0.1%	-$442	0.33%	28
2023 Q4	$706K	Sell	34,048 -352	-1%	-$6.81K	0.3%	33
2023 Q3	$625K	Sell	34,400 -280	-0.8%	-$5.27K	0.27%	33
2023 Q2	$650K	Sell	34,680 -440	-1%	-$7.54K	0.27%	38
2023 Q1	$572K	Sell	35,120 -600	-2%	-$9.11K	0.25%	45
2022 Q4	$496K	Sell	35,720 -540	-1%	-$7.76K	0.23%	51
2022 Q3	$506K	Buy	36,260 +476	+1%	+$7.46K	0.25%	45
2022 Q2	$519K	Hold	35,784	–	–	0.24%	32
2022 Q1	$669K	Sell	35,784 -1,176	-3%	-$21.4K	0.28%	31
2021 Q4	$757K	Sell	36,960 -40	-0.1%	-$800	0.3%	28
2021 Q3	$685K	Sell	37,000 -1,200	-3%	-$22.9K	0.29%	29
2021 Q2	$697K	Sell	38,200 -1,664	-4%	-$28.8K	0.3%	29
2021 Q1	$647K	Sell	39,864 -2,888	-7%	-$47K	0.3%	29
2020 Q4	$686K	Sell	42,752 -224	-0.5%	-$3.4K	0.36%	26
2020 Q3	$618K	Buy	+42,976	New	+$599K	0.32%	28
2020 Q1	–	Sell	-50,456	Closed	-$586K	–	34
2019 Q4	$586K	Sell	50,456 -192	-0.4%	-$2.12K	0.36%	28
2019 Q3	$532K	Sell	50,648 -1,064	-2%	-$11.2K	0.34%	29
2019 Q2	$538K	Sell	51,712 -2,888	-5%	-$29.4K	0.36%	30
2019 Q1	$542K	Buy	54,600 +15,208	+39%	+$144K	0.37%	30
2018 Q4	$339K	Sell	39,392 -1,672	-4%	-$15.6K	0.26%	42
2018 Q3	$421K	Sell	41,064 -1,936	-5%	-$19.3K	0.31%	37
2018 Q2	$407K	Sell	43,000 -2,536	-6%	-$23.6K	0.33%	37
2018 Q1	$398K	Sell	45,536 -880	-2%	-$8.11K	0.36%	37
2017 Q4	$410K	Buy	+46,416	New	+$399K	0.33%	40

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

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

Financial Life Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 33,702 shares worth $982K. The position accounts for 0.31% of the portfolio, ranked #30.

Financial Life Advisors first reported a position in SCHG in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.1M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Financial Life Advisors held 33,702 shares of Schwab US Large-Cap Growth ETF worth $982K as of Q1 2026.
Financial Life Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.31% of Financial Life Advisors's portfolio in Q1 2026, its #30 holding.
Financial Life Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 32 quarters since.
Financial Life Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.1M 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 Life Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.