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

Financial Sense 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 		$499K Sell
17,116
-6,333
-27% -$197K 0.1% 109
2025
Q4 		$765K Sell
23,449
-550
-2% -$17.9K 0.14% 87
2025
Q3 		$766K Buy
23,999
+1,891
+9% +$57.6K 0.13% 98
2025
Q2 		$646K Buy
22,108
+2,543
+13% +$67.2K 0.15% 88
2025
Q1 		$490K Sell
19,565
-77
-0.4% -$2.11K 0.14% 80
2024
Q4 		$547K Sell
19,642
-14,178
-42% -$388K 0.18% 76
2024
Q3 		$881K Buy
33,820
+800
+2% +$20.1K 0.24% 60
2024
Q2 		$832K Buy
33,020
+3,292
+11% +$77.7K 0.25% 67
2024
Q1 		$689K Buy
29,728
+10,912
+58% +$241K 0.23% 77
2023
Q4 		$390K Buy
+18,816
New +$364K 0.14% 86

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 Sense Advisors's SCHG Position: Q1 2026 in Review

Financial Sense Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 27% in Q1 2026, selling an estimated $197K and leaving 17,116 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #109.

Financial Sense Advisors first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $881K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Financial Sense Advisors held 17,116 shares of Schwab US Large-Cap Growth ETF worth $499K as of Q1 2026.
  • Financial Sense Advisors sold 6,333 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $197K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Financial Sense Advisors's portfolio in Q1 2026, its #109 holding.
  • Financial Sense Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Financial Sense Advisors's Schwab US Large-Cap Growth ETF position peaked at $881K in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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