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

HC 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 		$8.36M Buy
287,141
+33,315
+13% +$1.04M 5.6% 5
2025
Q4 		$8.28M Buy
253,826
+24,033
+10% +$782K 5.73% 5
2025
Q3 		$7.33M Buy
229,793
+33,766
+17% +$1.03M 5.15% 5
2025
Q2 		$5.73M Sell
196,027
-4,244
-2% -$112K 4.04% 7
2025
Q1 		$5.01M Buy
200,271
+743
+0.4% +$20.3K 3.76% 7
2024
Q4 		$5.56M Sell
199,528
-9,976
-5% -$273K 4.46% 7
2024
Q3 		$5.46M Sell
209,504
-12,792
-6% -$322K 4.49% 7
2024
Q2 		$5.6M Sell
222,296
-8,400
-4% -$198K 5.17% 7
2024
Q1 		$5.35M Sell
230,696
-13,000
-5% -$288K 2.55% 8
2023
Q4 		$5.05M Buy
243,696
+1,540
+0.6% +$29.8K 2.83% 7
2023
Q3 		$4.4M Sell
242,156
-8,328
-3% -$157K 2.62% 9
2023
Q2 		$4.69M Sell
250,484
-10,676
-4% -$183K 2.72% 8
2023
Q1 		$4.25M Buy
261,160
+5,972
+2% +$90.6K 2.63% 12
2022
Q4 		$3.54M Sell
255,188
-256
-0.1% -$3.68K 2.42% 13
2022
Q3 		$3.56M Buy
255,444
+6,732
+3% +$105K 2.45% 11
2022
Q2 		$3.61M Buy
248,712
+25,528
+11% +$408K 2.57% 11
2022
Q1 		$4.17M Buy
223,184
+13,624
+7% +$248K 2.65% 11
2021
Q4 		$4.29M Sell
209,560
-7,496
-3% -$150K 2.63% 11
2021
Q3 		$4.02M Buy
217,056
+8,728
+4% +$166K 2.64% 11
2021
Q2 		$3.8M Buy
208,328
+3,240
+2% +$56.1K 2.34% 11
2021
Q1 		$3.33M Buy
205,088
+9,528
+5% +$155K 2.15% 12
2020
Q4 		$3.14M Sell
195,560
-2,640
-1% -$40K 2.15% 11
2020
Q3 		$2.85M Sell
198,200
-8,248
-4% -$115K 2.3% 9
2020
Q2 		$2.62M Buy
+206,448
New +$2.41M 2.17% 11
2020
Q1 		– Sell
-273,328
Closed -$3.17M – 51
2019
Q4 		$3.17M Buy
+273,328
New +$3.01M 3.27% 9

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 $11.5B AUM 18.82% 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

HC Advisors's SCHG Position: Q1 2026 in Review

HC Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q1 2026, buying an estimated $1.04M and bringing the position to 287,141 shares worth $8.36M. The position accounts for 5.6% of the portfolio, ranked #5.

HC Advisors first reported a position in SCHG in Q4 2019 and has held it in 25 quarters since. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • HC Advisors held 287,141 shares of Schwab US Large-Cap Growth ETF worth $8.36M as of Q1 2026.
  • HC Advisors bought 33,315 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.04M.
  • Schwab US Large-Cap Growth ETF made up 5.6% of HC Advisors's portfolio in Q1 2026, its #5 holding.
  • HC Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.