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JNBA Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JNBA Financial Advisors’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 		$55.9K Sell
1,918
-1,010
-34% -$31.4K ﹤0.01% 290
2025
Q4 		$95.5K Buy
2,928
+2
+0.1% +$65 0.01% 244
2025
Q3 		$93.4K Sell
2,926
-793
-21% -$24.2K 0.01% 234
2025
Q2 		$109K Buy
3,719
+3
+0.1% +$79 0.01% 214
2025
Q1 		$93.1K Sell
3,716
-353
-9% -$9.67K 0.01% 222
2024
Q4 		$113K Buy
4,069
+1
+0% +$27 0.01% 204
2024
Q3 		$106K Buy
4,068
+796
+24% +$20K 0.01% 217
2024
Q2 		$82.5K Buy
3,272
+428
+15% +$10.1K 0.01% 241
2024
Q1 		$65.9K Buy
2,844
+408
+17% +$9.02K 0.01% 266
2023
Q4 		$50.5K Sell
2,436
-392
-14% -$7.58K 0.01% 279
2023
Q3 		$51.4K Buy
2,828
+500
+21% +$9.41K 0.01% 273
2023
Q2 		$43.6K Buy
2,328
+368
+19% +$6.31K 0.01% 302
2023
Q1 		$32K Buy
1,960
+776
+66% +$11.8K ﹤0.01% 336
2022
Q4 		$16.4K Hold
1,184
– – ﹤0.01% 396
2022
Q3 		$17K Hold
1,184
– – ﹤0.01% 399
2022
Q2 		$17K Hold
1,184
– – ﹤0.01% 417
2022
Q1 		$22K Sell
1,184
-112
-9% -$2.04K ﹤0.01% 391
2021
Q4 		$27K Buy
+1,296
New +$25.9K ﹤0.01% 376
2018
Q4 		– Sell
-5,240
Closed -$54K – 696
2018
Q3 		$54K Buy
+5,240
New +$52.2K 0.02% 218
2016
Q4 		– Sell
-79,128
Closed -$549K – 1181
2016
Q3 		$549K Buy
+79,128
New +$543K 0.08% 88

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

JNBA Financial Advisors's SCHG Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q1 2026, selling an estimated $31.4K and leaving 1,918 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

JNBA Financial Advisors first reported a position in SCHG in Q3 2016 and has held it in 20 quarters since. The position peaked at $549K in Q3 2016. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • JNBA Financial Advisors held 1,918 shares of Schwab US Large-Cap Growth ETF worth $55.9K as of Q1 2026.
  • JNBA Financial Advisors sold 1,010 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $31.4K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #290 holding.
  • JNBA Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2016 and has held it in 20 quarters since.
  • JNBA Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $549K in Q3 2016.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.