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

Frazier Financial 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 		$1.92K Hold
66
– – ﹤0.01% 570
2025
Q4 		$2.15K Sell
66
-279
-81% -$9.07K ﹤0.01% 544
2025
Q3 		$11K Buy
345
+310
+886% +$9.45K 0.01% 338
2025
Q2 		$1.02K Sell
35
-256
-88% -$6.77K ﹤0.01% 536
2025
Q1 		$7.28K Buy
291
+1
+0.3% +$27 0.01% 382
2024
Q4 		$8.17K Sell
290
-2
-0.7% -$55 0.01% 381
2024
Q3 		$7.55K Buy
292
+4
+1% +$101 0.01% 434
2024
Q2 		$7.3K Hold
288
– – 0.01% 505
2024
Q1 		$6.71K Hold
288
– – 0.01% 524
2023
Q4 		$6K Buy
+288
New +$5.57K 0.01% 461

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

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

Frazier Financial Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 66 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Frazier Financial Advisors first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $11K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Frazier Financial Advisors held 66 shares of Schwab US Large-Cap Growth ETF worth $1.92K as of Q1 2026.
  • Frazier Financial 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 Frazier Financial Advisors's portfolio in Q1 2026, its #570 holding.
  • Frazier Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $11K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.