IFG Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

IFG Advisory’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	$47.1K	Sell	1,616 -59,154	-97%	-$1.84M	0.13%	138
2025 Q4	$1.98M	Sell	60,770 -4,046	-6%	-$132K	0.09%	243
2025 Q3	$2.07M	Buy	64,816 +4,227	+7%	+$129K	0.09%	231
2025 Q2	$1.77M	Buy	60,589 +16,008	+36%	+$423K	0.09%	241
2025 Q1	$1.12M	Buy	44,581 +11,175	+33%	+$306K	0.06%	298
2024 Q4	$931K	Buy	+33,406	New	+$914K	0.05%	308
2024 Q3	–	Sell	-29,260	Closed	-$738K	–	568
2024 Q2	$738K	Buy	+29,260	New	+$690K	0.05%	339
2024 Q1	–	Sell	-27,684	Closed	-$574K	–	533
2023 Q4	$574K	Buy	+27,684	New	+$535K	0.04%	342

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

IFG Advisory's SCHG Position: Q1 2026 in Review

IFG Advisory reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 97% in Q1 2026, selling an estimated $1.84M and leaving 1,616 shares worth $47.1K. The position accounts for 0.13% of the portfolio, ranked #138.

IFG Advisory first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

IFG Advisory held 1,616 shares of Schwab US Large-Cap Growth ETF worth $47.1K as of Q1 2026.
IFG Advisory sold 59,154 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.84M.
Schwab US Large-Cap Growth ETF made up 0.13% of IFG Advisory's portfolio in Q1 2026, its #138 holding.
IFG Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
IFG Advisory's Schwab US Large-Cap Growth ETF position peaked at $2.07M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.