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Hazlett, Burt & Watson’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hazlett, Burt & Watson’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 		$844K Sell
28,972
-1,734
-6% -$53.9K 0.26% 95
2025
Q4 		$1M Buy
30,706
+6,303
+26% +$205K 0.32% 74
2025
Q3 		$779K Buy
24,403
+2,270
+10% +$69.2K 0.28% 82
2025
Q2 		$646K Buy
22,133
+631
+3% +$16.7K 0.26% 89
2025
Q1 		$539K Sell
21,502
-596
-3% -$16.3K 0.24% 95
2024
Q4 		$617K Buy
22,098
+5,674
+35% +$155K 0.27% 84
2024
Q3 		$429K Buy
16,424
+20
+0.1% +$503 0.2% 116
2024
Q2 		$414K Hold
16,404
– – 0.21% 103
2024
Q1 		$381K Buy
16,404
+16
+0.1% +$354 0.23% 94
2023
Q4 		$341K Buy
16,388
+212
+1% +$4.1K 0.23% 94
2023
Q3 		$295K Buy
16,176
+672
+4% +$12.6K 0.22% 99
2023
Q2 		$291K Buy
15,504
+7,472
+93% +$128K 0.22% 94
2023
Q1 		$132K Buy
8,032
+2,744
+52% +$41.6K 0.11% 168
2022
Q4 		$73K Buy
5,288
+4
+0.1% +$58 0.06% 226
2022
Q3 		$73K Buy
5,284
+4
+0.1% +$63 0.07% 224
2022
Q2 		$76K Buy
5,280
+4,436
+526% +$70.9K 0.07% 224
2022
Q1 		$16K Buy
+844
New +$15.4K 0.01% 419

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

Hazlett, Burt & Watson's SCHG Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.6% in Q1 2026, selling an estimated $53.9K and leaving 28,972 shares worth $844K. The position accounts for 0.26% of the portfolio, ranked #95.

Hazlett, Burt & Watson first reported a position in SCHG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Hazlett, Burt & Watson held 28,972 shares of Schwab US Large-Cap Growth ETF worth $844K as of Q1 2026.
  • Hazlett, Burt & Watson sold 1,734 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $53.9K.
  • Schwab US Large-Cap Growth ETF made up 0.26% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #95 holding.
  • Hazlett, Burt & Watson first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's Schwab US Large-Cap Growth ETF position peaked at $1M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.