Koshinski Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62M | Buy |
2,129,978
+23,716
| +1% | +$737K | 3.87% | 2 |
|
|
2025
Q4 | $68.7M | Buy |
+2,106,262
| New | +$68.5M | 4.42% | 1 |
|
|
2025
Q3 | – | Sell |
-2,076,826
| Closed | -$63.3M | – | 1 |
|
|
2025
Q2 | $60.7M | Buy |
2,076,826
+18,849
| +0.9% | +$498K | 4.58% | 1 |
|
|
2025
Q1 | $51.5M | Sell |
2,057,977
-1,561,761,829
| -100% | -$42.8B | 4.37% | 2 |
|
|
2024
Q4 | $56.1B | Buy |
1,563,819,806
+1,561,890,406
| +80,952% | +$42.7B | 4.8% | 1 |
|
|
2024
Q3 | $50.3M | Buy |
1,929,400
+33,944
| +2% | +$854K | 4.35% | 1 |
|
|
2024
Q2 | $49.6M | Sell |
1,895,456
-67,464
| -3% | -$1.59M | 4.6% | 1 |
|
|
2024
Q1 | $45.5M | Buy |
1,962,920
+1,698,984
| +644% | +$37.6M | 4.66% | 1 |
|
|
2023
Q4 | $5.47M | Sell |
263,936
-1,494,764
| -85% | -$28.9M | 0.83% | 16 |
|
|
2023
Q3 | $32M | Buy |
1,758,700
+22,284
| +1% | +$419K | 3.67% | 2 |
|
|
2023
Q2 | $32.5M | Sell |
1,736,416
-432,224
| -20% | -$7.41M | 3.49% | 3 |
|
|
2023
Q1 | $35.3M | Buy |
2,168,640
+150,900
| +7% | +$2.29M | 3.45% | 3 |
|
|
2022
Q4 | $28M | Buy |
2,017,740
+99,820
| +5% | +$1.44M | 2.71% | 3 |
|
|
2022
Q3 | $26.8M | Buy |
1,917,920
+97,616
| +5% | +$1.53M | 3.2% | 2 |
|
|
2022
Q2 | $26.4M | Buy |
1,820,304
+109,892
| +6% | +$1.76M | 2.62% | 3 |
|
|
2022
Q1 | $32M | Buy |
1,710,412
+18,228
| +1% | +$332K | 2.63% | 3 |
|
|
2021
Q4 | $34.6M | Buy |
1,692,184
+132,584
| +9% | +$2.65M | 2.8% | 2 |
|
|
2021
Q3 | $28.9M | Buy |
1,559,600
+514,696
| +49% | +$9.8M | 2.51% | 2 |
|
|
2021
Q2 | $19.1M | Sell |
1,044,904
-228,800
| -18% | -$3.96M | 2.4% | 2 |
|
|
2021
Q1 | $20.7M | Buy |
1,273,704
+27,464
| +2% | +$447K | 2.19% | 2 |
|
|
2020
Q4 | $20M | Buy |
1,246,240
+44,928
| +4% | +$681K | 2.53% | 2 |
|
|
2020
Q3 | $18.4K | Buy |
1,201,312
+236,104
| +24% | +$3.29M | 2.47% | 3 |
|
|
2020
Q2 | $12.3M | Buy |
965,208
+247,128
| +34% | +$2.88M | 1.99% | 3 |
|
|
2020
Q1 | $7.15M | Buy |
718,080
+396,120
| +123% | +$4.52M | 1.5% | 4 |
|
|
2019
Q4 | $3.73M | Buy |
321,960
+137,288
| +74% | +$1.51M | 0.64% | 28 |
|
|
2019
Q3 | $1.94M | Sell |
184,672
-141,800
| -43% | -$1.49M | 1.35% | 17 |
|
|
2019
Q2 | $3.4M | Sell |
326,472
-20,544
| -6% | -$209K | 1.38% | 13 |
|
|
2019
Q1 | $3.44K | Buy |
347,016
+39,520
| +13% | +$374K | 0.92% | 17 |
|
|
2018
Q4 | $2.65M | Sell |
307,496
-115,408
| -27% | -$1.07M | 0.65% | 36 |
|
|
2018
Q3 | $4.34M | Buy |
422,904
+177,856
| +73% | +$1.77M | 0.62% | 33 |
|
|
2018
Q2 | $2.32M | Buy |
245,048
+111,592
| +84% | +$1.04M | 0.71% | 25 |
|
|
2018
Q1 | $1.2M | Sell |
133,456
-94,712
| -42% | -$873K | 0.37% | 88 |
|
|
2017
Q4 | $2.02M | Buy |
228,168
+5,744
| +3% | +$49.4K | 0.5% | 46 |
|
|
2017
Q3 | $1.84M | Buy |
222,424
+22,944
| +12% | +$186K | 0.6% | 38 |
|
|
2017
Q2 | $1.58M | Buy |
199,480
+27,072
| +16% | +$211K | 0.57% | 39 |
|
|
2017
Q1 | $1.3M | Buy |
172,408
+5,624
| +3% | +$41.6K | 0.51% | 59 |
|
|
2016
Q4 | $1.16M | Sell |
166,784
-4,080
| -2% | -$28.2K | 0.58% | 43 |
|
|
2016
Q3 | $1.19M | Buy |
170,864
+11,528
| +7% | +$79.2K | 0.59% | 43 |
|
|
2016
Q2 | $1.04M | Sell |
159,336
-1,504
| -0.9% | -$9.88K | 0.57% | 43 |
|
|
2016
Q1 | $1.05M | Sell |
160,840
-147,216
| -48% | -$913K | 0.68% | 43 |
|
|
2015
Q4 | $2.03M | Sell |
308,056
-60,544
| -16% | -$404K | 1.42% | 13 |
|
|
2015
Q3 | $2.47M | Sell |
368,600
-4,224
| -1% | -$28.1K | 1.58% | 9 |
|
|
2015
Q2 | $2.5M | Sell |
372,824
-4,136
| -1% | -$28.2K | 1.58% | 9 |
|
|
2015
Q1 | $2.54M | Sell |
376,960
-205,424
| -35% | -$1.36M | 1.65% | 9 |
|
|
2014
Q4 | $3.77M | Buy |
+582,384
| New | +$3.67M | 2.14% | 7 |
|
Other funds holding SCHG
MG
VIA
Koshinski Asset Management's SCHG Position: Q1 2026 in Review
Koshinski Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q1 2026, buying an estimated $737K and bringing the position to 2,129,978 shares worth $62M. The position accounts for 3.87% of the portfolio, ranked #2.
Koshinski Asset Management first reported a position in SCHG in Q4 2014 and has held it in 45 quarters since. The position peaked at $56.1B in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.
- Koshinski Asset Management held 2,129,978 shares of Schwab US Large-Cap Growth ETF worth $62M as of Q1 2026.
- Koshinski Asset Management bought 23,716 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $737K.
- Schwab US Large-Cap Growth ETF made up 3.87% of Koshinski Asset Management's portfolio in Q1 2026, its #2 holding.
- Koshinski Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 45 quarters since.
- Koshinski Asset Management's Schwab US Large-Cap Growth ETF position peaked at $56.1B in Q4 2024.
- 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.
Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.