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

Integrated Advisors Network’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 		$7.73M Sell
265,280
-101,345
-28% -$3.15M 0.41% 54
2025
Q4 		$12M Sell
366,625
-26,139
-7% -$850K 0.53% 38
2025
Q3 		$12.5M Sell
392,764
-12,327
-3% -$376K 0.53% 39
2025
Q2 		$11.8M Buy
405,091
+8,643
+2% +$229K 0.53% 37
2025
Q1 		$9.93M Sell
396,448
-5,993
-1% -$164K 0.5% 44
2024
Q4 		$11.2M Buy
402,441
+18,589
+5% +$508K 0.54% 34
2024
Q3 		$10M Sell
383,852
-11,344
-3% -$285K 0.47% 43
2024
Q2 		$9.96M Sell
395,196
-3,072
-0.8% -$72.5K 0.51% 39
2024
Q1 		$9.23M Buy
398,268
+11,324
+3% +$250K 0.47% 47
2023
Q4 		$8.03M Buy
386,944
+13,584
+4% +$263K 0.45% 48
2023
Q3 		$6.79M Sell
373,360
-12,752
-3% -$240K 0.42% 56
2023
Q2 		$7.23M Sell
386,112
-15,672
-4% -$269K 0.42% 51
2023
Q1 		$6.55M Buy
401,784
+5,924
+1% +$89.9K 0.39% 58
2022
Q4 		$5.5M Sell
395,860
-6,252
-2% -$89.9K 0.35% 76
2022
Q3 		$5.61M Buy
402,112
+54,564
+16% +$855K 0.38% 62
2022
Q2 		$5.04M Buy
347,548
+40,004
+13% +$640K 0.33% 78
2022
Q1 		$5.75M Buy
307,544
+21,240
+7% +$387K 0.34% 69
2021
Q4 		$5.86M Buy
286,304
+36,896
+15% +$737K 0.35% 65
2021
Q3 		$4.62M Buy
249,408
+42,592
+21% +$811K 0.31% 80
2021
Q2 		$3.77M Buy
206,816
+37,800
+22% +$654K 0.28% 102
2021
Q1 		$2.74M Buy
169,016
+45,520
+37% +$741K 0.25% 120
2020
Q4 		$1.98M Buy
123,496
+23,312
+23% +$354K 0.22% 131
2020
Q3 		$1.44M Buy
100,184
+3,256
+3% +$45.4K 0.18% 137
2020
Q2 		$1.23M Buy
96,928
+16,560
+21% +$193K 0.14% 167
2020
Q1 		$800K Buy
80,368
+11,600
+17% +$132K 0.16% 148
2019
Q4 		$799K Buy
+68,768
New +$758K 0.11% 195

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

Integrated Advisors Network's SCHG Position: Q1 2026 in Review

Integrated Advisors Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 28% in Q1 2026, selling an estimated $3.15M and leaving 265,280 shares worth $7.73M. The position accounts for 0.41% of the portfolio, ranked #54.

Integrated Advisors Network first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.5M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Integrated Advisors Network held 265,280 shares of Schwab US Large-Cap Growth ETF worth $7.73M as of Q1 2026.
  • Integrated Advisors Network sold 101,345 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.15M.
  • Schwab US Large-Cap Growth ETF made up 0.41% of Integrated Advisors Network's portfolio in Q1 2026, its #54 holding.
  • Integrated Advisors Network first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Schwab US Large-Cap Growth ETF position peaked at $12.5M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.