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

Glenview Trust’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	$273K	Hold	9,368	–	–	﹤0.01%	442
2025 Q4	$306K	Sell	9,368 -150	-2%	-$4.88K	﹤0.01%	429
2025 Q3	$304K	Hold	9,518	–	–	﹤0.01%	432
2025 Q2	$278K	Sell	9,518 -144	-1%	-$3.81K	﹤0.01%	443
2025 Q1	$242K	Buy	9,662 +1,890	+24%	+$51.8K	﹤0.01%	441
2024 Q4	$217K	Sell	7,772 -9,952	-56%	-$272K	﹤0.01%	459
2024 Q3	$462K	Hold	17,724	–	–	0.01%	368
2024 Q2	$447K	Hold	17,724	–	–	0.01%	366
2024 Q1	$411K	Sell	17,724 -368	-2%	-$8.14K	0.01%	368
2023 Q4	$375K	Buy	+18,092	New	+$350K	0.01%	376

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

Glenview Trust's SCHG Position: Q1 2026 in Review

Glenview Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 9,368 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Glenview Trust first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $462K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Glenview Trust held 9,368 shares of Schwab US Large-Cap Growth ETF worth $273K as of Q1 2026.
Glenview Trust 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 Glenview Trust's portfolio in Q1 2026, its #442 holding.
Glenview Trust first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Glenview Trust's Schwab US Large-Cap Growth ETF position peaked at $462K in Q3 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.