Guerra Pan Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Guerra Pan 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	$3.76M	Sell	129,035 -3,267	-2%	-$102K	2.33%	13
2025 Q4	$4.32M	Sell	132,302 -2,759	-2%	-$89.7K	2.56%	13
2025 Q3	$4.31M	Buy	135,061 +3	+0%	+$91	2.61%	12
2025 Q2	$3.95M	Buy	135,058 +9,263	+7%	+$245K	2.6%	11
2025 Q1	$3.15M	Buy	125,795 +2,110	+2%	+$57.8K	2.47%	13
2024 Q4	$3.45M	Buy	123,685 +42,117	+52%	+$1.15M	2.5%	12
2024 Q3	$2.12M	Buy	81,568 +6,700	+9%	+$169K	1.7%	17
2024 Q2	$1.89M	Buy	74,868 +9,772	+15%	+$231K	1.58%	17
2024 Q1	$1.51M	Buy	65,096 +3,508	+6%	+$77.6K	1.4%	24
2023 Q4	$1.28M	Buy	61,588 +34,860	+130%	+$674K	1.22%	25
2023 Q3	$486K	Buy	26,728 +7,864	+42%	+$148K	0.56%	55
2023 Q2	$353K	Buy	+18,864	New	+$323K	0.39%	63

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

Guerra Pan Advisors's SCHG Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.5% in Q1 2026, selling an estimated $102K and leaving 129,035 shares worth $3.76M. The position accounts for 2.33% of the portfolio, ranked #13.

Guerra Pan Advisors first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.32M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Guerra Pan Advisors held 129,035 shares of Schwab US Large-Cap Growth ETF worth $3.76M as of Q1 2026.
Guerra Pan Advisors sold 3,267 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $102K.
Schwab US Large-Cap Growth ETF made up 2.33% of Guerra Pan Advisors's portfolio in Q1 2026, its #13 holding.
Guerra Pan Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Guerra Pan Advisors's Schwab US Large-Cap Growth ETF position peaked at $4.32M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.