Leo H. Evart Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Leo H. Evart Inc’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	$10.1M	Buy	+345,616	New	+$10.7M	8.61%	2
2023 Q3	$8.07M	Sell	444,104 -11,220	-2%	-$211K	12.39%	2
2023 Q2	$8.53M	Sell	455,324 -4,712	-1%	-$80.8K	11.84%	2
2023 Q1	$7.5M	Sell	460,036 -26,248	-5%	-$398K	10.94%	2
2022 Q4	$6.75M	Sell	486,284 -28,312	-6%	-$407K	10.21%	2
2022 Q3	$7.18M	Sell	514,596 -131,900	-20%	-$2.07M	10.94%	2
2022 Q2	$9.37M	Sell	646,496 -12,380	-2%	-$198K	11.39%	3
2022 Q1	$12.3M	Buy	658,876 +66,108	+11%	+$1.21M	12.74%	1
2021 Q4	$12.1M	Buy	+592,768	New	+$11.8M	11.82%	1

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 $11.5B AUM 18.82% 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

Leo H. Evart Inc's SCHG Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 345,616 shares worth $10.1M. The stake represents 8.61% of the portfolio and ranks #2 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in SCHG as recently as Q3 2023.

Leo H. Evart Inc first reported a position in SCHG in Q4 2021 and has held it in 9 quarters since. The position peaked at $12.3M in Q1 2022. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Leo H. Evart Inc held 345,616 shares of Schwab US Large-Cap Growth ETF worth $10.1M as of Q1 2026.
Schwab US Large-Cap Growth ETF was a new Leo H. Evart Inc position in Q1 2026.
Schwab US Large-Cap Growth ETF made up 8.61% of Leo H. Evart Inc's portfolio in Q1 2026, its #2 holding.
Leo H. Evart Inc first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Schwab US Large-Cap Growth ETF position peaked at $12.3M in Q1 2022.
1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.