HRT Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HRT Financial’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	$2.83M	Buy	+97,107	New	+$3.02M	0.01%	1369
2025 Q3	–	Sell	-26,154	Closed	-$763K	–	3565
2025 Q2	$763K	Sell	26,154 -137,631	-84%	-$3.64M	﹤0.01%	1394
2025 Q1	$4.1M	Buy	+163,785	New	+$4.49M	0.03%	519
2024 Q4	–	Sell	-11,812	Closed	-$307K	–	3114
2024 Q3	$307K	Buy	+11,812	New	+$297K	﹤0.01%	1799
2024 Q2	–	Sell	-26,180	Closed	-$606K	–	2995
2024 Q1	$606K	Buy	26,180 +456	+2%	+$10.1K	﹤0.01%	1158
2023 Q4	$533K	Buy	+25,724	New	+$498K	﹤0.01%	1328

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

HRT Financial's SCHG Position: Q1 2026 in Review

HRT Financial opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 97,107 shares worth $2.83M. The stake represents 0.01% of the portfolio and ranks #1369 among its holdings. This is a return to the name: HRT Financial previously reported a position in SCHG as recently as Q2 2025.

HRT Financial first reported a position in SCHG in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.1M in Q1 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

HRT Financial held 97,107 shares of Schwab US Large-Cap Growth ETF worth $2.83M as of Q1 2026.
Schwab US Large-Cap Growth ETF was a new HRT Financial position in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1369 holding.
HRT Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 6 quarters since.
HRT Financial's Schwab US Large-Cap Growth ETF position peaked at $4.1M in Q1 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.