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

Grandview 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	$2.04M	Buy	66,751 +59,253	+790%	+$1.84M	0.6%	36
2025 Q4	$245K	Buy	7,498 +6	+0.1%	+$195	0.07%	128
2025 Q3	$239K	Buy	7,492 +6	+0.1%	+$183	0.07%	131
2025 Q2	$219K	Sell	7,486 -2,038	-21%	-$53.9K	0.07%	125
2025 Q1	$238K	Sell	9,524 -1,783	-16%	-$48.8K	0.09%	116
2024 Q4	$315K	Buy	+11,307	New	+$309K	0.12%	94
2024 Q2	–	Sell	-10,088	Closed	-$234K	–	95
2024 Q1	$234K	Buy	10,088 +12	+0.1%	+$265	0.11%	106
2023 Q4	$209K	Buy	+10,076	New	+$195K	0.11%	108
2022 Q1	–	Sell	-10,016	Closed	-$205K	–	142
2021 Q4	$205K	Buy	+10,016	New	+$200K	0.08%	136
2021 Q2	–	Sell	-10,392	Closed	-$169K	–	391
2021 Q1	$169K	Buy	+10,392	New	+$169K	0.09%	132

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

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

Grandview Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 790% in Q1 2026, buying an estimated $1.84M and bringing the position to 66,751 shares worth $2.04M. The position accounts for 0.6% of the portfolio, ranked #36.

Grandview Asset Management first reported a position in SCHG in Q1 2021 and has held it in 10 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Grandview Asset Management held 66,751 shares of Schwab US Large-Cap Growth ETF worth $2.04M as of Q1 2026.
Grandview Asset Management bought 59,253 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.84M.
Schwab US Large-Cap Growth ETF made up 0.6% of Grandview Asset Management's portfolio in Q1 2026, its #36 holding.
Grandview Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 10 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.