First Trust Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Trust 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	$500K	Hold	17,156	–	–	﹤0.01%	2354
2025 Q4	$560K	Buy	17,156 +2,713	+19%	+$88.2K	﹤0.01%	2322
2025 Q3	$461K	Buy	14,443 +5,950	+70%	+$181K	﹤0.01%	2328
2025 Q2	$248K	Buy	+8,493	New	+$225K	﹤0.01%	2468
2025 Q1	–	Sell	-19,123	Closed	-$533K	–	2614
2024 Q4	$533K	Buy	+19,123	New	+$523K	﹤0.01%	2234

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

First Trust Advisors's SCHG Position: Q1 2026 in Review

First Trust Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 17,156 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

First Trust Advisors first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $560K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

First Trust Advisors held 17,156 shares of Schwab US Large-Cap Growth ETF worth $500K as of Q1 2026.
First Trust Advisors 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 First Trust Advisors's portfolio in Q1 2026, its #2354 holding.
First Trust Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
First Trust Advisors's Schwab US Large-Cap Growth ETF position peaked at $560K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.