Ipsen Advisor Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ipsen Advisor 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	$379K	Sell	13,025 -1,378	-10%	-$42.8K	0.27%	88
2025 Q4	$470K	Buy	14,403 +14	+0.1%	+$455	0.33%	76
2025 Q3	$459K	Sell	14,389 -763	-5%	-$23.3K	0.33%	77
2025 Q2	$443K	Buy	15,152 +15	+0.1%	+$397	0.34%	74
2025 Q1	$379K	Buy	15,137 +16	+0.1%	+$438	0.33%	76
2024 Q4	$421K	Buy	+15,121	New	+$414K	0.36%	69
2022 Q4	$253K	Buy	+18,228	New	+$262K	0.29%	87

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

Ipsen Advisor Group's SCHG Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.6% in Q1 2026, selling an estimated $42.8K and leaving 13,025 shares worth $379K. The position accounts for 0.27% of the portfolio, ranked #88.

Ipsen Advisor Group first reported a position in SCHG in Q4 2022 and has held it in 7 quarters since. The position peaked at $470K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Ipsen Advisor Group held 13,025 shares of Schwab US Large-Cap Growth ETF worth $379K as of Q1 2026.
Ipsen Advisor Group sold 1,378 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $42.8K.
Schwab US Large-Cap Growth ETF made up 0.27% of Ipsen Advisor Group's portfolio in Q1 2026, its #88 holding.
Ipsen Advisor Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's Schwab US Large-Cap Growth ETF position peaked at $470K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.