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Garton & Associates Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Garton & Associates 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 		– Sell
-819
Closed -$26.7K – 588
2025
Q4 		$26.7K Buy
+819
New +$26.6K 0.02% 542

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MG
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LPL Financial
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Garton & Associates Financial Advisors's SCHG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 819 shares — an estimated $26.7K sold.

Garton & Associates Financial Advisors first reported a position in SCHG in Q4 2025 and held it in 1 quarter. The position peaked at $26.7K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 819 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $26.7K.
  • Garton & Associates Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $26.7K in Q4 2025.
  • 1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.