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HUB Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HUB Investment Partners’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 		$1.22M Sell
41,873
-3,625
-8% -$113K 0.03% 337
2025
Q4 		$1.48M Buy
45,498
+19,662
+76% +$639K 0.04% 248
2025
Q3 		$824K Buy
25,836
+9,131
+55% +$278K 0.03% 308
2025
Q2 		$488K Sell
16,705
-7,277
-30% -$192K 0.02% 387
2025
Q1 		$600K Buy
23,982
+7,046
+42% +$193K 0.02% 306
2024
Q4 		$472K Buy
16,936
+556
+3% +$15.2K 0.02% 321
2024
Q3 		$427K Hold
16,380
– – 0.02% 325
2024
Q2 		$413K Sell
16,380
-576
-3% -$13.6K 0.02% 314
2024
Q1 		$393K Buy
16,956
+760
+5% +$16.8K 0.02% 320
2023
Q4 		$336K Sell
16,196
-768
-5% -$14.9K 0.02% 292
2023
Q3 		$308K Hold
16,964
– – 0.05% 188
2023
Q2 		$318K Sell
16,964
-1,248
-7% -$21.4K 0.05% 184
2023
Q1 		$297K Buy
+18,212
New +$276K 0.06% 170
2022
Q4 		– Sell
-15,584
Closed -$217K – 174
2022
Q3 		$217K Buy
+15,584
New +$244K 0.07% 168
2022
Q2 		– Sell
-11,296
Closed -$211K – 188
2022
Q1 		$211K Sell
11,296
-832
-7% -$15.2K 0.05% 171
2021
Q4 		$248K Sell
12,128
-704
-5% -$14.1K 0.06% 167
2021
Q3 		$238K Buy
12,832
+1,416
+12% +$27K 0.06% 195
2021
Q2 		$208K Buy
+11,416
New +$198K 0.06% 200

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

HUB Investment Partners's SCHG Position: Q1 2026 in Review

HUB Investment Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8% in Q1 2026, selling an estimated $113K and leaving 41,873 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #337.

HUB Investment Partners first reported a position in SCHG in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • HUB Investment Partners held 41,873 shares of Schwab US Large-Cap Growth ETF worth $1.22M as of Q1 2026.
  • HUB Investment Partners sold 3,625 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $113K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of HUB Investment Partners's portfolio in Q1 2026, its #337 holding.
  • HUB Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 18 quarters since.
  • HUB Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $1.48M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.