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Lowery Thomas LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lowery Thomas LLC’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 		$21.3M Buy
732,765
+21,853
+3% +$679K 12.2% 1
2025
Q4 		$23.2M Sell
710,912
-3,286
-0.5% -$107K 13.1% 1
2025
Q3 		$22.8M Buy
714,198
+31,504
+5% +$960K 13.16% 1
2025
Q2 		$19.9M Sell
682,694
-11,964
-2% -$316K 12.77% 1
2025
Q1 		$17.4M Buy
694,658
+8,612
+1% +$236K 11.9% 1
2024
Q4 		$19.1M Buy
686,046
+14,942
+2% +$409K 12.47% 1
2024
Q3 		$17.5M Buy
671,104
+21,860
+3% +$550K 11.86% 1
2024
Q2 		$16.4M Buy
649,244
+27,276
+4% +$643K 11.94% 1
2024
Q1 		$14.4M Buy
621,968
+61,128
+11% +$1.35M 11.04% 1
2023
Q4 		$11.6M Buy
560,840
+79,120
+16% +$1.53M 9.99% 1
2023
Q3 		$8.76M Buy
481,720
+65,396
+16% +$1.23M 8.37% 2
2023
Q2 		$7.8M Buy
416,324
+7,708
+2% +$132K 7.67% 3
2023
Q1 		$6.66M Sell
408,616
-3,332
-0.8% -$50.6K 7.34% 3
2022
Q4 		$5.72M Buy
411,948
+95,508
+30% +$1.37M 6.87% 3
2022
Q3 		$4.42M Buy
316,440
+30,888
+11% +$484K 5.16% 6
2022
Q2 		$4.14M Buy
285,552
+68,376
+31% +$1.09M 3.96% 9
2022
Q1 		$4.06M Sell
217,176
-5,376
-2% -$98K 3.15% 14
2021
Q4 		$4.55M Buy
+222,552
New +$4.45M 3.14% 11

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

Lowery Thomas LLC's SCHG Position: Q1 2026 in Review

Lowery Thomas LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.1% in Q1 2026, buying an estimated $679K and bringing the position to 732,765 shares worth $21.3M. The position accounts for 12.2% of the portfolio, ranked #1.

Lowery Thomas LLC first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.2M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Lowery Thomas LLC held 732,765 shares of Schwab US Large-Cap Growth ETF worth $21.3M as of Q1 2026.
  • Lowery Thomas LLC bought 21,853 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $679K.
  • Schwab US Large-Cap Growth ETF made up 12.2% of Lowery Thomas LLC's portfolio in Q1 2026, its #1 holding.
  • Lowery Thomas LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's Schwab US Large-Cap Growth ETF position peaked at $23.2M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.