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Indie Asset Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Indie Asset 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 		$1.79M Sell
61,564
-2,660
-4% -$82.7K 2.04% 12
2025
Q4 		$2.09M Hold
64,224
– – 2.34% 11
2025
Q3 		$2.05M Buy
64,224
+400
+0.6% +$12.2K 2.73% 11
2025
Q2 		$1.86M Sell
63,824
-7,418
-10% -$196K 3.39% 8
2025
Q1 		$1.78M Sell
71,242
-1,009
-1% -$27.6K 1.55% 8
2024
Q4 		$2.01M Buy
72,251
+2,695
+4% +$73.7K 1.58% 10
2024
Q3 		$1.81M Buy
69,556
+18,256
+36% +$459K 1.36% 10
2024
Q2 		$1.29M Buy
51,300
+1,400
+3% +$33K 1.03% 14
2024
Q1 		$1.16M Buy
49,900
+2,000
+4% +$44.2K 1.03% 14
2023
Q4 		$993K Buy
47,900
+1,668
+4% +$32.3K 0.9% 15
2023
Q3 		$840K Sell
46,232
-80
-0.2% -$1.51K 0.85% 15
2023
Q2 		$868K Sell
46,312
-4,280
-8% -$73.4K 0.94% 15
2023
Q1 		$824K Sell
50,592
-200
-0.4% -$3.04K 0.96% 16
2022
Q4 		$706K Sell
50,792
-13,200
-21% -$190K 0.77% 23
2022
Q3 		$893K Sell
63,992
-7,976
-11% -$125K 0.92% 14
2022
Q2 		$1.04M Sell
71,968
-2,420
-3% -$38.7K 0.92% 13
2022
Q1 		$1.39M Sell
74,388
-15,740
-17% -$287K 1.05% 14
2021
Q4 		$1.84M Sell
90,128
-6,360
-7% -$127K 1.34% 13
2021
Q3 		$1.79M Buy
96,488
+1,112
+1% +$21.2K 1.45% 12
2021
Q2 		$1.74M Sell
95,376
-6,600
-6% -$114K 1.41% 10
2021
Q1 		$1.65M Sell
101,976
-41,120
-29% -$669K 1.88% 10
2020
Q4 		$2.3M Sell
143,096
-7,944
-5% -$120K 2.67% 6
2020
Q3 		$2.17M Sell
151,040
-6,632
-4% -$92.4K 2.72% 9
2020
Q2 		$2.2M Sell
157,672
-194,072
-55% -$2.26M 2.76% 8
2020
Q1 		$3.5M Sell
351,744
-14,192
-4% -$162K 4.37% 4
2019
Q4 		$4.25M Buy
+365,936
New +$4.03M 4.51% 6

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

Indie Asset Partners's SCHG Position: Q1 2026 in Review

Indie Asset Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.1% in Q1 2026, selling an estimated $82.7K and leaving 61,564 shares worth $1.79M. The position accounts for 2.04% of the portfolio, ranked #12.

Indie Asset Partners first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.25M in Q4 2019. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Indie Asset Partners held 61,564 shares of Schwab US Large-Cap Growth ETF worth $1.79M as of Q1 2026.
  • Indie Asset Partners sold 2,660 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $82.7K.
  • Schwab US Large-Cap Growth ETF made up 2.04% of Indie Asset Partners's portfolio in Q1 2026, its #12 holding.
  • Indie Asset Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Indie Asset Partners's Schwab US Large-Cap Growth ETF position peaked at $4.25M in Q4 2019.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.