LFG
SCHG icon

Larson Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Larson Financial Group’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 		$3.31M Buy
113,713
+5,424
+5% +$169K 0.11% 166
2025
Q4 		$3.53M Buy
108,289
+993
+0.9% +$32.3K 0.12% 158
2025
Q3 		$3.42M Buy
107,296
+2,175
+2% +$66.3K 0.12% 155
2025
Q2 		$3.07M Buy
105,121
+10,871
+12% +$287K 0.12% 158
2025
Q1 		$2.36M Sell
94,250
-110
-0.1% -$3.01K 0.11% 163
2024
Q4 		$2.63M Sell
94,360
-1,668
-2% -$45.6K 0.14% 137
2024
Q3 		$2.5M Buy
96,028
+19,420
+25% +$489K 0.14% 132
2024
Q2 		$1.93M Buy
76,608
+62,236
+433% +$1.47M 0.13% 134
2024
Q1 		$333K Buy
14,372
+8,456
+143% +$187K 0.03% 299
2023
Q4 		$123K Buy
5,916
+1,596
+37% +$30.9K 0.01% 450
2023
Q3 		$78.5K Buy
4,320
+528
+14% +$9.94K 0.01% 503
2023
Q2 		$71K Buy
3,792
+760
+25% +$13K 0.01% 480
2023
Q1 		$49.4K Sell
3,032
-1,412
-32% -$21.4K 0.01% 556
2022
Q4 		$61.7K Buy
4,444
+248
+6% +$3.56K 0.01% 485
2022
Q3 		$59K Sell
4,196
-280
-6% -$4.39K 0.01% 440
2022
Q2 		$65K Sell
4,476
-212
-5% -$3.39K 0.01% 317
2022
Q1 		$88K Buy
4,688
+848
+22% +$15.5K 0.01% 288
2021
Q4 		$79K Sell
3,840
-688
-15% -$13.8K 0.01% 311
2021
Q3 		$84K Buy
4,528
+800
+21% +$15.2K 0.02% 225
2021
Q2 		$68K Sell
3,728
-376
-9% -$6.5K 0.02% 228
2021
Q1 		$67K Buy
4,104
+1,392
+51% +$22.6K 0.02% 216
2020
Q4 		$44K Sell
2,712
-1,544
-36% -$23.4K 0.02% 235
2020
Q3 		$61K Buy
4,256
+1,760
+71% +$24.5K 0.03% 170
2020
Q2 		$32K Sell
2,496
-32
-1% -$373 0.02% 234
2020
Q1 		$25K Buy
2,528
+152
+6% +$1.73K 0.02% 209
2019
Q4 		$28K Buy
2,376
+568
+31% +$6.26K 0.02% 195
2019
Q3 		$19K Sell
1,808
-1,096
-38% -$11.6K 0.01% 227
2019
Q2 		$30K Buy
2,904
+1,912
+193% +$19.4K 0.02% 157
2019
Q1 		$10K Buy
992
+192
+24% +$1.82K 0.01% 238
2018
Q4 		$7K Buy
+800
New +$7.45K 0.01% 250

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

Larson Financial Group's SCHG Position: Q1 2026 in Review

Larson Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5% in Q1 2026, buying an estimated $169K and bringing the position to 113,713 shares worth $3.31M. The position accounts for 0.11% of the portfolio, ranked #166.

Larson Financial Group first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.53M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Larson Financial Group held 113,713 shares of Schwab US Large-Cap Growth ETF worth $3.31M as of Q1 2026.
  • Larson Financial Group bought 5,424 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $169K.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Larson Financial Group's portfolio in Q1 2026, its #166 holding.
  • Larson Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's Schwab US Large-Cap Growth ETF position peaked at $3.53M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.