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Johnson Financial Group Inc (Wisconsin)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$67K Hold
2,300
– – ﹤0.01% 445
2025
Q4 		$75K Hold
2,300
– – ﹤0.01% 450
2025
Q3 		$73.4K Sell
2,300
-3
-0.1% -$91 ﹤0.01% 517
2025
Q2 		$67.3K Sell
2,303
-909
-28% -$24K ﹤0.01% 425
2025
Q1 		$80.4K Sell
3,212
-1,540
-32% -$42.2K ﹤0.01% 529
2024
Q4 		$135K Hold
4,752
– – 0.01% 338
2024
Q3 		$124K Sell
4,752
-340
-7% -$8.56K 0.01% 424
2024
Q2 		$129K Hold
5,092
– – 0.01% 361
2024
Q1 		$118K Sell
5,092
-22,204
-81% -$491K 0.01% 343
2023
Q4 		$566K Buy
27,296
+21,416
+364% +$414K 0.03% 171
2023
Q3 		$107K Buy
5,880
+2,040
+53% +$38.4K 0.01% 305
2023
Q2 		$72K Sell
3,840
-1,200
-24% -$20.6K 0.01% 365
2023
Q1 		$82.1K Hold
5,040
– – 0.01% 352
2022
Q4 		$70K Hold
5,040
– – 0.01% 317
2022
Q3 		$73K Sell
5,040
-3,456
-41% -$54.1K 0.01% 320
2022
Q2 		$123K Hold
8,496
– – 0.01% 292
2022
Q1 		$159K Sell
8,496
-3,456
-29% -$63K 0.01% 288
2021
Q4 		$244K Hold
11,952
– – 0.02% 258
2021
Q3 		$221K Hold
11,952
– – 0.02% 256
2021
Q2 		$218K Sell
11,952
-1,280
-10% -$22.1K 0.01% 259
2021
Q1 		$215K Buy
+13,232
New +$215K 0.01% 258
2018
Q3 		– Sell
-6,792
Closed -$64K – 558
2018
Q2 		$64K Buy
+6,792
New +$63.2K 0.01% 308

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

Johnson Financial Group Inc (Wisconsin)'s SCHG Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 2,300 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHG in Q2 2018 and has held it in 22 quarters since. The position peaked at $566K in Q4 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 2,300 shares of Schwab US Large-Cap Growth ETF worth $67K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #445 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 22 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Schwab US Large-Cap Growth ETF position peaked at $566K in Q4 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.