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

Fisher 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 		$1.7M Buy
58,352
+28,830
+98% +$896K ﹤0.01% 594
2025
Q4 		$963K Buy
29,522
+3,333
+13% +$108K ﹤0.01% 678
2025
Q3 		$836K Sell
26,189
-18,304
-41% -$558K ﹤0.01% 708
2025
Q2 		$1.3M Buy
44,493
+8,223
+23% +$217K ﹤0.01% 650
2025
Q1 		$908K Buy
36,270
+5,913
+19% +$162K ﹤0.01% 694
2024
Q4 		$846K Buy
30,357
+2,233
+8% +$61.1K ﹤0.01% 682
2024
Q3 		$733K Sell
28,124
-15,080
-35% -$379K ﹤0.01% 701
2024
Q2 		$1.09M Buy
43,204
+19,140
+80% +$451K ﹤0.01% 671
2024
Q1 		$558K Buy
24,064
+2,664
+12% +$58.9K ﹤0.01% 759
2023
Q4 		$444K Sell
21,400
-3,588
-14% -$69.4K ﹤0.01% 797
2023
Q3 		$454K Sell
24,988
-14,920
-37% -$281K ﹤0.01% 859
2023
Q2 		$748K Buy
39,908
+17,964
+82% +$308K ﹤0.01% 826
2023
Q1 		$358K Buy
+21,944
New +$333K ﹤0.01% 901
2022
Q4 		– Sell
-14,840
Closed -$207K – 1055
2022
Q3 		$207K Buy
+14,840
New +$232K ﹤0.01% 882
2021
Q4 		– Sell
-11,864
Closed -$220K – 991
2021
Q3 		$220K Sell
11,864
-7,872
-40% -$150K ﹤0.01% 854
2021
Q2 		$360K Buy
+19,736
New +$341K ﹤0.01% 775
2021
Q1 		– Sell
-12,568
Closed -$202K – 961
2020
Q4 		$202K Buy
+12,568
New +$191K ﹤0.01% 875
2020
Q3 		– Sell
-22,968
Closed -$292K – 882
2020
Q2 		$292K Sell
22,968
-848
-4% -$9.89K ﹤0.01% 725
2020
Q1 		$237K Buy
+23,816
New +$272K ﹤0.01% 708
2019
Q2 		– Sell
-32,416
Closed -$322K – 866
2019
Q1 		$322K Buy
+32,416
New +$307K ﹤0.01% 697

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

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

Fisher Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 98% in Q1 2026, buying an estimated $896K and bringing the position to 58,352 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Fisher Asset Management first reported a position in SCHG in Q1 2019 and has held it in 20 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Fisher Asset Management held 58,352 shares of Schwab US Large-Cap Growth ETF worth $1.7M as of Q1 2026.
  • Fisher Asset Management bought 28,830 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $896K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q1 2026, its #594 holding.
  • Fisher Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 20 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.