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Hoey Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hoey Investments’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 		$648K Sell
22,251
-106
-0.5% -$3.29K 0.09% 47
2025
Q4 		$729K Buy
22,357
+101
+0.5% +$3.29K 0.1% 42
2025
Q3 		$710K Buy
22,256
+368
+2% +$11.2K 0.09% 45
2025
Q2 		$639K Buy
21,888
+25
+0.1% +$661 0.09% 40
2025
Q1 		$547K Sell
21,863
-72
-0.3% -$1.97K 0.11% 40
2024
Q4 		$611K Sell
21,935
-745
-3% -$20.4K 0.1% 42
2024
Q3 		$572K Hold
22,680
– – 0.11% 51
2024
Q2 		$572K Buy
22,680
+9,300
+70% +$219K 0.11% 51
2024
Q1 		$310K Sell
13,380
-3,212
-19% -$71K 0.07% 70
2023
Q4 		$344K Sell
16,592
-1,412
-8% -$27.3K 0.1% 64
2023
Q3 		$327K Sell
18,004
-84
-0.5% -$1.58K 0.11% 69
2023
Q2 		$339K Buy
18,088
+4,032
+29% +$69.1K 0.11% 72
2023
Q1 		$229K Sell
14,056
-96
-0.7% -$1.46K 0.09% 83
2022
Q4 		$197K Sell
14,152
-128
-0.9% -$1.84K 0.08% 83
2022
Q3 		$199K Sell
14,280
-1,324
-8% -$20.7K 0.08% 91
2022
Q2 		$226K Buy
15,604
+592
+4% +$9.46K 0.1% 71
2022
Q1 		$281K Buy
15,012
+8,836
+143% +$161K 0.08% 58
2021
Q4 		$126K Buy
+6,176
New +$123K 0.03% 74

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

Hoey Investments's SCHG Position: Q1 2026 in Review

Hoey Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.47% in Q1 2026, selling an estimated $3.29K and leaving 22,251 shares worth $648K. The position accounts for 0.09% of the portfolio, ranked #47.

Hoey Investments first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $729K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Hoey Investments held 22,251 shares of Schwab US Large-Cap Growth ETF worth $648K as of Q1 2026.
  • Hoey Investments sold 106 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.29K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Hoey Investments's portfolio in Q1 2026, its #47 holding.
  • Hoey Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Hoey Investments's Schwab US Large-Cap Growth ETF position peaked at $729K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.