Hamilton Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hamilton Capital’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	$338K	Hold	11,610	–	–	0.02%	104
2025 Q4	$379K	Buy	+11,610	New	+$378K	0.02%	91
2025 Q2	$440K	Hold	15,060	–	–	0.02%	72
2025 Q1	$377K	Hold	15,060	–	–	0.02%	81
2024 Q4	$420K	Sell	15,060 -45,180	-75%	-$1.24M	0.03%	64
2024 Q3	$391K	Buy	60,240 +45,180	+300%	+$1.14M	0.03%	72
2024 Q2	$380K	Sell	15,060 -3,980	-21%	-$93.9K	0.03%	65
2024 Q1	$441K	Hold	19,040	–	–	0.03%	71
2023 Q4	$395K	Buy	+19,040	New	+$368K	0.03%	72
2022 Q3	–	Sell	-21,632	Closed	-$314K	–	116
2022 Q2	$314K	Hold	21,632	–	–	0.02%	72
2022 Q1	$405K	Hold	21,632	–	–	0.03%	64
2021 Q4	$443K	Hold	21,632	–	–	0.03%	80
2021 Q3	$400K	Buy	+21,632	New	+$412K	0.03%	42

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 $11.5B AUM 18.82% 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

Hamilton Capital's SCHG Position: Q1 2026 in Review

Hamilton Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 11,610 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #104.

Hamilton Capital first reported a position in SCHG in Q3 2021 and has held it in 13 quarters since. The position peaked at $443K in Q4 2021. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Hamilton Capital held 11,610 shares of Schwab US Large-Cap Growth ETF worth $338K as of Q1 2026.
Hamilton Capital left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of Hamilton Capital's portfolio in Q1 2026, its #104 holding.
Hamilton Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 13 quarters since.
Hamilton Capital's Schwab US Large-Cap Growth ETF position peaked at $443K in Q4 2021.
1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.