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JBGlobal.com’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JBGlobal.com’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
-562,709
Closed -$16.7M – 29
2025
Q4 		$16.7M Buy
+562,709
New +$18.3M 20.98% 3

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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

JBGlobal.com's SCHG Position: Q1 2026 in Review

JBGlobal.com sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 562,709 shares — an estimated $16.7M sold.

JBGlobal.com first reported a position in SCHG in Q4 2025 and held it in 1 quarter. The position peaked at $16.7M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • JBGlobal.com reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • JBGlobal.com sold 562,709 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.7M.
  • JBGlobal.com first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • JBGlobal.com's Schwab US Large-Cap Growth ETF position peaked at $16.7M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on JBGlobal.com's 13F filing for Q1 2026, filed 7 Apr 2026.