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

Investment Advisory Group’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	–	Sell	-6,934	Closed	-$226K	–	199
2025 Q4	$226K	Sell	6,934 -568	-8%	-$18.5K	0.06%	179
2025 Q3	$239K	Buy	7,502 +125	+2%	+$3.81K	0.07%	166
2025 Q2	$215K	Sell	7,377 -1,000	-12%	-$26.4K	0.07%	166
2025 Q1	$210K	Buy	8,377 +8	+0.1%	+$219	0.07%	164
2024 Q4	$233K	Buy	8,369 +1	+0%	+$27	0.08%	148
2024 Q3	$218K	Buy	8,368 +96	+1%	+$2.42K	0.08%	158
2024 Q2	$209K	Sell	8,272 -1,228	-13%	-$29K	0.08%	156
2024 Q1	$220K	Sell	9,500 -1,080	-10%	-$23.9K	0.09%	144
2023 Q4	$219K	Buy	+10,580	New	+$205K	0.1%	138

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

Investment Advisory Group's SCHG Position: Q1 2026 in Review

Investment Advisory Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,934 shares — an estimated $226K sold.

Investment Advisory Group first reported a position in SCHG in Q4 2023 and held it in 9 quarters. The position peaked at $239K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Investment Advisory Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Investment Advisory Group sold 6,934 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $226K.
Investment Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 9 quarters.
Investment Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $239K in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.