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Greenwood Gearhart’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Greenwood Gearhart’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 		$1.39M Buy
47,712
+24,673
+107% +$767K 0.08% 61
2025
Q4 		$752K Buy
23,039
+1,234
+6% +$40.1K 0.04% 72
2025
Q3 		$696K Sell
21,805
-5
-0% -$152 0.04% 71
2025
Q2 		$637K Buy
21,810
+1,072
+5% +$28.3K 0.04% 71
2025
Q1 		$519K Buy
20,738
+235
+1% +$6.44K 0.04% 78
2024
Q4 		$571K Sell
20,503
-1,361
-6% -$37.2K 0.04% 85
2024
Q3 		$569K Buy
21,864
+108
+0.5% +$2.72K 0.05% 71
2024
Q2 		$548K Sell
21,756
-432
-2% -$10.2K 0.05% 69
2024
Q1 		$514K Buy
22,188
+140
+0.6% +$3.1K 0.05% 71
2023
Q4 		$457K Sell
22,048
-928
-4% -$17.9K 0.05% 71
2023
Q3 		$418K Buy
22,976
+676
+3% +$12.7K 0.05% 76
2023
Q2 		$418K Buy
22,300
+640
+3% +$11K 0.05% 77
2023
Q1 		$353K Buy
21,660
+1,224
+6% +$18.6K 0.04% 75
2022
Q4 		$284K Buy
20,436
+1,544
+8% +$22.2K 0.04% 87
2022
Q3 		$264K Buy
18,892
+3,360
+22% +$52.6K 0.04% 86
2022
Q2 		$225K Buy
15,532
+2,208
+17% +$35.3K 0.04% 86
2022
Q1 		$249K Sell
13,324
-796
-6% -$14.5K 0.03% 89
2021
Q4 		$289K Sell
14,120
-808
-5% -$16.1K 0.04% 85
2021
Q3 		$276K Buy
14,928
+1,160
+8% +$22.1K 0.04% 79
2021
Q2 		$251K Buy
+13,768
New +$238K 0.04% 78

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

Greenwood Gearhart's SCHG Position: Q1 2026 in Review

Greenwood Gearhart increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 107% in Q1 2026, buying an estimated $767K and bringing the position to 47,712 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #61.

Greenwood Gearhart first reported a position in SCHG in Q2 2021 and has held it in 20 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Greenwood Gearhart held 47,712 shares of Schwab US Large-Cap Growth ETF worth $1.39M as of Q1 2026.
  • Greenwood Gearhart bought 24,673 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $767K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Greenwood Gearhart's portfolio in Q1 2026, its #61 holding.
  • Greenwood Gearhart first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Greenwood Gearhart's 13F filing for Q1 2026, filed 7 May 2026.