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

Kovack 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 		– Sell
-100,000
Closed -$3.26M – 1091
2025
Q4 		$3.26M Buy
+100,000
New +$3.25M 0.15% 122

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 $11.5B AUM 18.82% 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

Kovack Advisors's SCHG Position: Q1 2026 in Review

Kovack Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 93% in Q1 2026, selling an estimated $14.4M and leaving 33,495 shares worth $985K. The position accounts for 0.05% of the portfolio, ranked #371.

Kovack Advisors first reported a position in SCHG in Q1 2021 and has held it in 20 quarters since. The position peaked at $16.3M in Q3 2025. 1,615 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Kovack Advisors held 33,495 shares of Schwab US Large-Cap Growth ETF worth $985K as of Q1 2026.
  • Kovack Advisors sold 462,479 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $14.4M.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Kovack Advisors's portfolio in Q1 2026, its #371 holding.
  • Kovack Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Kovack Advisors's Schwab US Large-Cap Growth ETF position peaked at $16.3M in Q3 2025.
  • 1,615 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.