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

Legend 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	$444K	Sell	15,257 -8,140	-35%	-$253K	0.29%	33
2025 Q4	$763K	Sell	23,397 -1,167	-5%	-$38K	0.46%	30
2025 Q3	$784K	Hold	24,564	–	–	0.48%	31
2025 Q2	$718K	Sell	24,564 -686	-3%	-$18.1K	0.48%	30
2025 Q1	$632K	Sell	25,250 -6,416	-20%	-$176K	0.46%	30
2024 Q4	$883K	Sell	31,666 -1,130	-3%	-$30.9K	0.62%	20
2024 Q3	$854K	Hold	32,796	–	–	0.59%	21
2024 Q2	$827K	Hold	32,796	–	–	0.59%	23
2024 Q1	$760K	Hold	32,796	–	–	0.55%	22
2023 Q4	$680K	Sell	32,796 -3,452	-10%	-$66.8K	0.55%	24
2023 Q3	$659K	Hold	36,248	–	–	0.56%	25
2023 Q2	$679K	Sell	36,248 -6,928	-16%	-$119K	0.57%	21
2023 Q1	$703K	Hold	43,176	–	–	0.59%	19
2022 Q4	$600K	Sell	43,176 -488	-1%	-$7.02K	0.52%	22
2022 Q3	$609K	Sell	43,664 -11,916	-21%	-$187K	0.57%	20
2022 Q2	$806K	Buy	55,580 +27,016	+95%	+$432K	0.83%	18
2022 Q1	$1.06M	Sell	28,564 -24,044	-46%	-$438K	0.67%	18
2021 Q4	$1.08M	Sell	52,608 -4,520	-8%	-$90.3K	0.75%	21
2021 Q3	$1.06M	Buy	57,128 +2,832	+5%	+$53.9K	0.67%	18
2021 Q2	$991K	Buy	+54,296	New	+$939K	0.64%	16
2021 Q1	–	Sell	-54,104	Closed	-$868K	–	27
2020 Q4	$868K	Sell	54,104 -5,208	-9%	-$79K	0.7%	14
2020 Q3	$854K	Sell	59,312 -84,320	-59%	-$1.18M	0.68%	14
2020 Q2	$1.82M	Sell	143,632 -22,600	-14%	-$264K	1.15%	11
2020 Q1	$1.66M	Sell	166,232 -16,696	-9%	-$190K	1.49%	10
2019 Q4	$2.12M	Sell	182,928 -1,472	-0.8%	-$16.2K	1.81%	11
2019 Q3	$1.94M	Sell	184,400 -1,184	-0.6%	-$12.5K	1.65%	12
2019 Q2	$1.93M	Sell	185,584 -129,856	-41%	-$1.32M	1.7%	12
2019 Q1	$3.13M	Buy	315,440 +20,336	+7%	+$192K	3.44%	9
2018 Q4	$2.54M	Buy	+295,104	New	+$2.75M	3.73%	10

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Legend Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 35% in Q1 2026, selling an estimated $253K and leaving 15,257 shares worth $444K. The position accounts for 0.29% of the portfolio, ranked #33.

Legend Financial Advisors first reported a position in SCHG in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.13M in Q1 2019. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Legend Financial Advisors held 15,257 shares of Schwab US Large-Cap Growth ETF worth $444K as of Q1 2026.
Legend Financial Advisors sold 8,140 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $253K.
Schwab US Large-Cap Growth ETF made up 0.29% of Legend Financial Advisors's portfolio in Q1 2026, its #33 holding.
Legend Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
Legend Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.13M in Q1 2019.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.