Level Four Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Level Four Advisory Services’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	$292K	Buy	+10,040	New	+$312K	0.01%	725
2023 Q3	–	Sell	-60,140	Closed	-$1.13M	–	840
2023 Q2	$1.13M	Hold	60,140	–	–	0.07%	267
2023 Q1	$980K	Buy	60,140 +32,740	+119%	+$497K	0.06%	284
2022 Q4	$381K	Hold	27,400	–	–	0.03%	462
2022 Q3	$382K	Hold	27,400	–	–	0.04%	368
2022 Q2	$397K	Hold	27,400	–	–	0.04%	383
2022 Q1	$513K	Hold	27,400	–	–	0.04%	387
2021 Q4	$561K	Hold	27,400	–	–	0.04%	357
2021 Q3	$507K	Sell	27,400 -2,552	-9%	-$48.6K	0.05%	287
2021 Q2	$546K	Hold	29,952	–	–	0.04%	379
2021 Q1	$486K	Hold	29,952	–	–	0.04%	387
2020 Q4	$481K	Hold	29,952	–	–	0.04%	371
2020 Q3	$431K	Buy	29,952 +2,552	+9%	+$35.6K	0.03%	375
2020 Q2	$348K	Sell	27,400 -480	-2%	-$5.6K	0.03%	434
2020 Q1	$278K	Buy	27,880 +480	+2%	+$5.48K	0.03%	401
2019 Q4	$318K	Hold	27,400	–	–	0.01%	456
2019 Q3	$288K	Hold	27,400	–	–	0.03%	410
2019 Q2	$285K	Hold	27,400	–	–	0.03%	434
2019 Q1	$272K	Hold	27,400	–	–	0.03%	433
2018 Q4	$236K	Hold	27,400	–	–	0.03%	446
2018 Q3	$281K	Hold	27,400	–	–	0.03%	474
2018 Q2	$260K	Hold	27,400	–	–	0.02%	516
2018 Q1	$246K	Hold	27,400	–	–	0.02%	471
2017 Q4	$242K	Hold	27,400	–	–	0.02%	484
2017 Q3	$226K	Hold	27,400	–	–	0.02%	464
2017 Q2	$206K	Hold	27,400	–	–	0.03%	452
2017 Q1	$206K	Sell	27,400 -13,056	-32%	-$96.5K	0.02%	483
2016 Q4	$282K	Buy	+40,456	New	+$280K	0.04%	374

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

Level Four Advisory Services's SCHG Position: Q1 2026 in Review

Level Four Advisory Services opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 10,040 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in SCHG as recently as Q2 2023.

Level Four Advisory Services first reported a position in SCHG in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.13M in Q2 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Level Four Advisory Services held 10,040 shares of Schwab US Large-Cap Growth ETF worth $292K as of Q1 2026.
Schwab US Large-Cap Growth ETF was a new Level Four Advisory Services position in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #725 holding.
Level Four Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 28 quarters since.
Level Four Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $1.13M in Q2 2023.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.