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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$251M Buy
8,624,426
+255,009
+3% +$7.93M 0.27% 72
2025
Q4
$273M Buy
8,369,417
+236,668
+3% +$7.7M 0.3% 62
2025
Q3
$260M Buy
8,132,749
+235,705
+3% +$7.18M 0.29% 67
2025
Q2
$231M Buy
7,897,044
+282,760
+4% +$7.48M 0.29% 70
2025
Q1
$191M Buy
7,614,284
+3,155,669
+71% +$86.4M 0.26% 80
2024
Q4
$124M Buy
4,458,615
+115,167
+3% +$3.15M 0.17% 135
2024
Q3
$113M Buy
4,343,448
+240,484
+6% +$6.05M 0.16% 143
2024
Q2
$103M Buy
4,102,964
+119,472
+3% +$2.82M 0.16% 144
2024
Q1
$92.3M Sell
3,983,492
-43,340
-1% -$959K 0.15% 154
2023
Q4
$83.5M Sell
4,026,832
-106,868
-3% -$2.07M 0.14% 154
2023
Q3
$75.1M Sell
4,133,700
-5,692
-0.1% -$107K 0.14% 153
2023
Q2
$77.5M Buy
4,139,392
+16,532
+0.4% +$283K 0.15% 145
2023
Q1
$67.2M Buy
4,122,860
+595,456
+17% +$9.04M 0.15% 166
2022
Q4
$49M Buy
3,527,404
+418,372
+13% +$6.01M 0.11% 193
2022
Q3
$43.4M Buy
3,109,032
+660,640
+27% +$10.3M 0.12% 188
2022
Q2
$35.5M Buy
2,448,392
+240,360
+11% +$3.84M 0.09% 229
2022
Q1
$41.3M Buy
2,208,032
+56,640
+3% +$1.03M 0.09% 227
2021
Q4
$44M Buy
2,151,392
+120,712
+6% +$2.41M 0.1% 218
2021
Q3
$37.6M Sell
2,030,680
-63,728
-3% -$1.21M 0.1% 202
2021
Q2
$38.2M Buy
2,094,408
+129,352
+7% +$2.24M 0.11% 190
2021
Q1
$31.9M Buy
1,965,056
+65,808
+3% +$1.07M 0.1% 207
2020
Q4
$30.5M Buy
1,899,248
+1,245,240
+190% +$18.9M 0.13% 166
2020
Q3
$9.4M Sell
654,008
-62,384
-9% -$869K 0.05% 356
2020
Q2
$9.1M Buy
716,392
+21,216
+3% +$247K 0.05% 345
2020
Q1
$6.92M Sell
695,176
-64,544
-8% -$736K 0.04% 368
2019
Q4
$8.83M Buy
759,720
+43,272
+6% +$477K 0.05% 370
2019
Q3
$7.53M Sell
716,448
-12,288
-2% -$130K 0.04% 411
2019
Q2
$7.55M Sell
728,736
-18,272
-2% -$186K 0.05% 415
2019
Q1
$7.41M Sell
747,008
-241,200
-24% -$2.28M 0.05% 376
2018
Q4
$8.5M Buy
988,208
+308,792
+45% +$2.88M 0.07% 297
2018
Q3
$6.95M Sell
679,416
-20,824
-3% -$207K 0.05% 398
2018
Q2
$6.63M Sell
700,240
-22,072
-3% -$206K 0.05% 401
2018
Q1
$6.47M Buy
722,312
+15,832
+2% +$146K 0.05% 385
2017
Q4
$6.24M Sell
706,480
-27,992
-4% -$241K 0.05% 405
2017
Q3
$6.06M Sell
734,472
-7,744
-1% -$62.8K 0.05% 412
2017
Q2
$5.87M Buy
742,216
+153,152
+26% +$1.19M 0.05% 413
2017
Q1
$4.46M Buy
589,064
+251,944
+75% +$1.86M 0.04% 471
2016
Q4
$2.36M Buy
337,120
+51,664
+18% +$357K 0.03% 647
2016
Q3
$1.98M Buy
285,456
+225,664
+377% +$1.55M 0.02% 664
2016
Q2
$394K Buy
+59,792
New +$393K 0.01% 1221
2013
Q3
Sell
-164,352
Closed -$783K 1439
2013
Q2
$783K Buy
+164,352
New +$786K 0.02% 666

Other funds holding SCHG

HighTower Advisors's SCHG Position: Q1 2026 in Review

HighTower Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q1 2026, buying an estimated $7.93M and bringing the position to 8,624,426 shares worth $251M. The position accounts for 0.27% of the portfolio, ranked #72.

HighTower Advisors first reported a position in SCHG in Q2 2013 and has held it in 41 quarters since. The position peaked at $273M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • HighTower Advisors held 8,624,426 shares of Schwab US Large-Cap Growth ETF worth $251M as of Q1 2026.
  • HighTower Advisors bought 255,009 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $7.93M.
  • Schwab US Large-Cap Growth ETF made up 0.27% of HighTower Advisors's portfolio in Q1 2026, its #72 holding.
  • HighTower Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 41 quarters since.
  • HighTower Advisors's Schwab US Large-Cap Growth ETF position peaked at $273M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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