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

Horizon 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 		$3.61K Buy
124
+62
+100% +$1.93K ﹤0.01% 1244
2025
Q4 		$2.02K Sell
62
-672
-92% -$21.9K ﹤0.01% 1209
2025
Q3 		$23.4K Buy
734
+291
+66% +$8.87K ﹤0.01% 1022
2025
Q2 		$12.9K Hold
443
– – ﹤0.01% 988
2025
Q1 		$11.1K Sell
443
-300
-40% -$8.22K ﹤0.01% 670
2024
Q4 		$20.7K Buy
743
+359
+93% +$9.82K ﹤0.01% 663
2024
Q3 		$2.5K Sell
384
-88
-19% -$2.21K ﹤0.01% 688
2024
Q2 		$11.9K Sell
472
-24
-5% -$566 ﹤0.01% 665
2024
Q1 		$11.5K Buy
496
+132
+36% +$2.92K ﹤0.01% 647
2023
Q4 		$7.55K Buy
364
+304
+507% +$5.88K ﹤0.01% 640
2023
Q3 		$1.09K Sell
60
-40
-40% -$753 ﹤0.01% 687
2023
Q2 		$1.87K Hold
100
– – ﹤0.01% 656
2023
Q1 		$1.63K Buy
+100
New +$1.52K ﹤0.01% 660

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

Horizon Investments's SCHG Position: Q1 2026 in Review

Horizon Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 100% in Q1 2026, buying an estimated $1.93K and bringing the position to 124 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Horizon Investments first reported a position in SCHG in Q1 2023 and has held it in 13 quarters since. The position peaked at $23.4K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Horizon Investments held 124 shares of Schwab US Large-Cap Growth ETF worth $3.61K as of Q1 2026.
  • Horizon Investments bought 62 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.93K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1244 holding.
  • Horizon Investments first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • Horizon Investments's Schwab US Large-Cap Growth ETF position peaked at $23.4K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.