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IEQ Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

IEQ Capital’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 		$9.44M Buy
324,210
+342
+0.1% +$10.6K 0.04% 373
2025
Q4 		$10.6M Buy
323,868
+379
+0.1% +$12.3K 0.03% 333
2025
Q3 		$10.3M Sell
323,489
-723
-0.2% -$22K 0.03% 320
2025
Q2 		$9.47M Sell
324,212
-25,597
-7% -$677K 0.06% 264
2025
Q1 		$8.76M Buy
349,809
+287,650
+463% +$7.88M 0.07% 212
2024
Q4 		$1.73M Sell
62,159
-1,505
-2% -$41.2K 0.02% 532
2024
Q3 		$1.66M Buy
63,664
+32
+0.1% +$805 0.02% 418
2024
Q2 		$1.6M Buy
63,632
+44,580
+234% +$1.05M 0.02% 379
2024
Q1 		$442K Buy
19,052
+20
+0.1% +$442 0.01% 658
2023
Q4 		$395K Buy
19,032
+20
+0.1% +$387 0.01% 647
2023
Q3 		$346K Sell
19,012
-14,508
-43% -$273K 0.01% 678
2023
Q2 		$628K Buy
33,520
+14,480
+76% +$248K 0.01% 492
2023
Q1 		$310K Buy
19,040
+4,020
+27% +$61K 0.01% 706
2022
Q4 		$209K Buy
15,020
+24
+0.2% +$345 0.01% 727
2022
Q3 		$209K Buy
14,996
+20
+0.1% +$313 0.01% 760
2022
Q2 		$217K Buy
14,976
+20
+0.1% +$320 0.01% 707
2022
Q1 		$280K Buy
14,956
+12
+0.1% +$219 0.01% 656
2021
Q4 		$306K Buy
14,944
+88
+0.6% +$1.76K 0.01% 586
2021
Q3 		$275K Buy
14,856
+16
+0.1% +$305 0.01% 586
2021
Q2 		$271K Buy
14,840
+16
+0.1% +$277 0.01% 494
2021
Q1 		$241K Buy
+14,824
New +$241K 0.01% 421
2020
Q4 		– Sell
-14,792
Closed -$213K – 358
2020
Q3 		$213K Buy
+14,792
New +$206K 0.01% 356

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

IEQ Capital's SCHG Position: Q1 2026 in Review

IEQ Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q1 2026, buying an estimated $10.6K and bringing the position to 324,210 shares worth $9.44M. The position accounts for 0.04% of the portfolio, ranked #373.

IEQ Capital first reported a position in SCHG in Q3 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • IEQ Capital held 324,210 shares of Schwab US Large-Cap Growth ETF worth $9.44M as of Q1 2026.
  • IEQ Capital bought 342 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $10.6K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of IEQ Capital's portfolio in Q1 2026, its #373 holding.
  • IEQ Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 22 quarters since.
  • IEQ Capital's Schwab US Large-Cap Growth ETF position peaked at $10.6M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.