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Focus Partners Advisor Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Focus Partners Advisor Solutions’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 		$42.1M Sell
1,443,922
-114,061
-7% -$3.55M 0.42% 37
2025
Q4 		$50.8M Buy
1,557,983
+77,827
+5% +$2.53M 0.62% 28
2025
Q3 		$47.3M Buy
1,480,156
+32,134
+2% +$979K 0.54% 34
2025
Q2 		$42.3M Sell
1,448,022
-241,423
-14% -$6.38M 0.56% 31
2025
Q1 		$42.3M Sell
1,689,445
-76,049
-4% -$2.08M 0.64% 26
2024
Q4 		$49.2M Buy
1,765,494
+1,257,850
+248% +$34.4M 0.83% 22
2024
Q3 		$13.2M Buy
507,644
+54,096
+12% +$1.36M 0.28% 48
2024
Q2 		$11.4M Buy
453,548
+1,992
+0.4% +$47K 0.3% 47
2024
Q1 		$10.5M Buy
451,556
+428,192
+1,833% +$9.47M 0.3% 41
2023
Q4 		$485K Sell
23,364
-1,856
-7% -$35.9K 0.02% 258
2023
Q3 		$459K Buy
25,220
+2,360
+10% +$44.4K 0.02% 275
2023
Q2 		$428K Buy
+22,860
New +$392K 0.02% 239

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 $11.5B AUM 18.82% 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

Focus Partners Advisor Solutions's SCHG Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.3% in Q1 2026, selling an estimated $3.55M and leaving 1,443,922 shares worth $42.1M. The position accounts for 0.42% of the portfolio, ranked #37.

Focus Partners Advisor Solutions first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $50.8M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Focus Partners Advisor Solutions held 1,443,922 shares of Schwab US Large-Cap Growth ETF worth $42.1M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 114,061 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.55M.
  • Schwab US Large-Cap Growth ETF made up 0.42% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #37 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • Focus Partners Advisor Solutions's Schwab US Large-Cap Growth ETF position peaked at $50.8M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.