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IFP Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

IFP Advisors’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 		$27.7M Buy
951,494
+15,354
+2% +$477K 0.57% 24
2025
Q4 		$30.5M Sell
936,140
-10,934
-1% -$356K 0.69% 19
2025
Q3 		$30.2M Sell
947,074
-1,074
-0.1% -$32.7K 0.78% 18
2025
Q2 		$27.7M Buy
948,148
+15,625
+2% +$413K 0.79% 15
2025
Q1 		$23.4M Buy
932,523
+39,437
+4% +$1.08M 0.72% 17
2024
Q4 		$24.9M Buy
893,086
+19,270
+2% +$527K 0.82% 16
2024
Q3 		$22.8M Sell
873,816
-27,496
-3% -$692K 0.82% 14
2024
Q2 		$22.7M Buy
901,312
+11,688
+1% +$276K 0.9% 16
2024
Q1 		$20.6M Sell
889,624
-69,488
-7% -$1.54M 0.9% 14
2023
Q4 		$19.9M Sell
959,112
-1,260
-0.1% -$24.4K 0.94% 13
2023
Q3 		$17.5M Sell
960,372
-121,148
-11% -$2.28M 0.78% 20
2023
Q2 		$20.3M Buy
1,081,520
+45,444
+4% +$779K 0.85% 16
2023
Q1 		$19.7M Sell
1,036,076
-488,316
-32% -$7.41M 0.86% 14
2022
Q4 		$29M Buy
1,524,392
+223,560
+17% +$3.21M 0.78% 12
2022
Q3 		$24.8M Buy
1,300,832
+164,908
+15% +$2.58M 0.65% 13
2022
Q2 		$21.7M Hold
1,135,924
– – 0.69% 13
2022
Q1 		$21.7M Buy
1,135,924
+461,540
+68% +$8.42M 0.69% 13
2021
Q4 		$13.9M Buy
674,384
+42,440
+7% +$848K 0.27% 38
2021
Q3 		$11.8M Buy
631,944
+40,064
+7% +$763K 0.24% 47
2021
Q2 		$10.8M Buy
591,880
+363,464
+159% +$6.29M 0.22% 51
2021
Q1 		$3.71M Buy
228,416
+29,664
+15% +$483K 0.07% 132
2020
Q4 		$3.18M Sell
198,752
-376
-0.2% -$5.7K 0.13% 137
2020
Q3 		$2.86M Buy
199,128
+2,192
+1% +$30.6K 0.17% 120
2020
Q2 		$2.43M Sell
196,936
-47,568
-19% -$555K 0.19% 113
2020
Q1 		$2.45M Buy
244,504
+27,816
+13% +$317K 0.25% 90
2019
Q4 		$2.53M Sell
216,688
-43,536
-17% -$480K 0.19% 127
2019
Q3 		$2.73M Buy
+260,224
New +$2.74M 0.18% 123
2019
Q1 		$2K Sell
184
-133,728
-100% -$1.26M ﹤0.01% 2115
2018
Q4 		$1.14M Buy
133,912
+24,080
+22% +$224K 0.07% 313
2018
Q3 		$1.13M Buy
109,832
+25,296
+30% +$252K 0.05% 398
2018
Q2 		$801K Buy
84,536
+27,856
+49% +$259K 0.03% 486
2018
Q1 		$501K Hold
56,680
– – 0.02% 626
2017
Q4 		$501K Sell
56,680
-4,008
-7% -$34.4K 0.02% 626
2017
Q3 		$501K Buy
60,688
+5,128
+9% +$41.6K 0.02% 694
2017
Q2 		$439K Buy
55,560
+6,760
+14% +$52.7K 0.02% 730
2017
Q1 		$369K Buy
48,800
+20,320
+71% +$150K 0.02% 811
2016
Q4 		$199K Sell
28,480
-2,656
-9% -$18.4K 0.01% 1058
2016
Q3 		$216K Buy
31,136
+9,592
+45% +$65.9K 0.01% 965
2016
Q2 		$141K Buy
21,544
+21,360
+11,609% +$140K 0.01% 1155
2016
Q1 		$2K Sell
184
-17,544
-99% -$109K ﹤0.01% 2112
2015
Q4 		$117K Buy
+17,728
New +$118K 0.01% 1091

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

IFP Advisors's SCHG Position: Q1 2026 in Review

IFP Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q1 2026, buying an estimated $477K and bringing the position to 951,494 shares worth $27.7M. The position accounts for 0.57% of the portfolio, ranked #24.

IFP Advisors first reported a position in SCHG in Q4 2015 and has held it in 41 quarters since. The position peaked at $30.5M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • IFP Advisors held 951,494 shares of Schwab US Large-Cap Growth ETF worth $27.7M as of Q1 2026.
  • IFP Advisors bought 15,354 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $477K.
  • Schwab US Large-Cap Growth ETF made up 0.57% of IFP Advisors's portfolio in Q1 2026, its #24 holding.
  • IFP Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and has held it in 41 quarters since.
  • IFP Advisors's Schwab US Large-Cap Growth ETF position peaked at $30.5M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.