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Howe & Rusling’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Howe & Rusling’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 		$25.2K Buy
864
+96
+13% +$2.98K ﹤0.01% 394
2025
Q4 		$25.1K Sell
768
-444
-37% -$14.4K ﹤0.01% 397
2025
Q3 		$38.7K Buy
1,212
+332
+38% +$10.1K ﹤0.01% 359
2025
Q2 		$25.7K Buy
880
+233
+36% +$6.16K ﹤0.01% 378
2025
Q1 		$16.2K Buy
+647
New +$17.7K ﹤0.01% 362
2024
Q4 		– Sell
-188
Closed -$4.9K – 454
2024
Q3 		$4.9K Hold
188
– – ﹤0.01% 371
2024
Q2 		$4.73K Hold
188
– – ﹤0.01% 339
2024
Q1 		$4.35K Sell
188
-88
-32% -$1.95K ﹤0.01% 360
2023
Q4 		$5.72K Buy
+276
New +$5.34K ﹤0.01% 335
2023
Q3 		– Sell
-216
Closed -$4.03K – 336
2023
Q2 		$4.03K Buy
+216
New +$3.7K ﹤0.01% 312
2023
Q1 		– Sell
-56
Closed -$782 – 331
2022
Q4 		$782 Hold
56
– – ﹤0.01% 315
2022
Q3 		$1K Hold
56
– – ﹤0.01% 999
2022
Q2 		$1K Hold
56
– – ﹤0.01% 992
2022
Q1 		$1K Hold
56
– – ﹤0.01% 954
2021
Q4 		$1K Sell
56
-264
-83% -$5.28K ﹤0.01% 953
2021
Q3 		$6K Hold
320
– – ﹤0.01% 601
2021
Q2 		$6K Hold
320
– – ﹤0.01% 580
2021
Q1 		$5K Hold
320
– – ﹤0.01% 636
2020
Q4 		$5K Hold
320
– – ﹤0.01% 621
2020
Q3 		$5K Hold
320
– – ﹤0.01% 561
2020
Q2 		$4K Hold
320
– – ﹤0.01% 575
2020
Q1 		$3K Hold
320
– – ﹤0.01% 591
2019
Q4 		$4K Hold
320
– – ﹤0.01% 592
2019
Q3 		$3K Hold
320
– – ﹤0.01% 640
2019
Q2 		$3K Hold
320
– – ﹤0.01% 622
2019
Q1 		$3K Hold
320
– – ﹤0.01% 628
2018
Q4 		$3K Hold
320
– – ﹤0.01% 623
2018
Q3 		$3K Hold
320
– – ﹤0.01% 678
2018
Q2 		$3K Hold
320
– – ﹤0.01% 619
2018
Q1 		$3K Buy
320
+40
+14% +$369 ﹤0.01% 716
2017
Q4 		$2K Buy
+280
New +$2.41K ﹤0.01% 730

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

Howe & Rusling's SCHG Position: Q1 2026 in Review

Howe & Rusling increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q1 2026, buying an estimated $2.98K and bringing the position to 864 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Howe & Rusling first reported a position in SCHG in Q4 2017 and has held it in 31 quarters since. The position peaked at $38.7K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Howe & Rusling held 864 shares of Schwab US Large-Cap Growth ETF worth $25.2K as of Q1 2026.
  • Howe & Rusling bought 96 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.98K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #394 holding.
  • Howe & Rusling first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 31 quarters since.
  • Howe & Rusling's Schwab US Large-Cap Growth ETF position peaked at $38.7K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.