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Independent Advisor Alliance’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Independent Advisor Alliance’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 		$21.8M Buy
747,257
+566,148
+313% +$17.6M 0.23% 85
2025
Q4 		$5.91M Buy
181,109
+65,918
+57% +$2.14M 0.14% 117
2025
Q3 		$3.68M Sell
115,191
-964
-0.8% -$29.4K 0.1% 181
2025
Q2 		$3.39M Sell
116,155
-5,570
-5% -$147K 0.1% 183
2025
Q1 		$3.05M Sell
121,725
-847,801
-87% -$23.2M 0.1% 185
2024
Q4 		$27M Buy
969,526
+843,226
+668% +$23.1M 0.36% 56
2024
Q3 		$3.29M Sell
126,300
-12,496
-9% -$314K 0.12% 145
2024
Q2 		$3.5M Sell
138,796
-23,336
-14% -$550K 0.12% 148
2024
Q1 		$3.76M Sell
162,132
-2,984
-2% -$66K 0.14% 132
2023
Q4 		$3.42M Buy
165,116
+19,688
+14% +$381K 0.12% 137
2023
Q3 		$2.64M Buy
145,428
+81,628
+128% +$1.54M 0.12% 165
2023
Q2 		$1.2M Buy
63,800
+7,360
+13% +$126K 0.05% 269
2023
Q1 		$920K Buy
56,440
+10,204
+22% +$155K 0.04% 297
2022
Q4 		$642K Buy
46,236
+32
+0.1% +$460 0.22% 64
2022
Q3 		$645K Buy
+46,204
New +$724K 0.04% 320
2020
Q1 		– Sell
-461,744
Closed -$5.36M – 780
2019
Q4 		$5.36M Buy
+461,744
New +$5.09M 0.23% 97
2017
Q2 		– Sell
-139,240
Closed -$1.05M – 376
2017
Q1 		$1.05M Buy
+139,240
New +$1.03M 0.17% 154

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

Independent Advisor Alliance's SCHG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 313% in Q1 2026, buying an estimated $17.6M and bringing the position to 747,257 shares worth $21.8M. The position accounts for 0.23% of the portfolio, ranked #85.

Independent Advisor Alliance first reported a position in SCHG in Q1 2017 and has held it in 17 quarters since. The position peaked at $27M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Independent Advisor Alliance held 747,257 shares of Schwab US Large-Cap Growth ETF worth $21.8M as of Q1 2026.
  • Independent Advisor Alliance bought 566,148 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $17.6M.
  • Schwab US Large-Cap Growth ETF made up 0.23% of Independent Advisor Alliance's portfolio in Q1 2026, its #85 holding.
  • Independent Advisor Alliance first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Schwab US Large-Cap Growth ETF position peaked at $27M in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.