Hantz Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hantz Financial Services’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	$547K	Buy	18,768 +3,100	+20%	+$96.4K	0.01%	624
2025 Q4	$511K	Sell	15,668 -1,445	-8%	-$47K	0.01%	600
2025 Q3	$546K	Buy	17,113 +5,048	+42%	+$154K	0.01%	552
2025 Q2	$352K	Buy	+12,065	New	+$319K	0.01%	556
2025 Q1	–	Sell	-6,336	Closed	-$177K	–	1933
2024 Q4	$177K	Buy	6,336 +4,172	+193%	+$114K	﹤0.01%	568
2024 Q3	$56K	Buy	+2,164	New	+$54.5K	﹤0.01%	653
2024 Q2	–	Sell	-100	Closed	-$2K	–	1237
2024 Q1	$2K	Hold	100	–	–	﹤0.01%	1076
2023 Q4	$2K	Buy	+100	New	+$1.93K	﹤0.01%	1041
2023 Q2	–	Sell	-120	Closed	-$2K	–	1162
2023 Q1	$2K	Buy	+120	New	+$1.82K	﹤0.01%	1007
2022 Q2	–	Sell	-512	Closed	-$10K	–	1107
2022 Q1	$10K	Hold	512	–	–	﹤0.01%	786
2021 Q4	$10K	Hold	512	–	–	﹤0.01%	694
2021 Q3	$9K	Hold	512	–	–	﹤0.01%	709
2021 Q2	$9K	Hold	512	–	–	﹤0.01%	699
2021 Q1	$8K	Hold	512	–	–	﹤0.01%	612
2020 Q4	$8K	Buy	+512	New	+$7.76K	﹤0.01%	548

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

Hantz Financial Services's SCHG Position: Q1 2026 in Review

Hantz Financial Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q1 2026, buying an estimated $96.4K and bringing the position to 18,768 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #624.

Hantz Financial Services first reported a position in SCHG in Q4 2020 and has held it in 15 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Hantz Financial Services held 18,768 shares of Schwab US Large-Cap Growth ETF worth $547K as of Q1 2026.
Hantz Financial Services bought 3,100 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $96.4K.
Schwab US Large-Cap Growth ETF made up 0.01% of Hantz Financial Services's portfolio in Q1 2026, its #624 holding.
Hantz Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 15 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.