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Lutz Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lutz Financial 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 		$563K Hold
19,334
– – 0.04% 73
2025
Q4 		$631K Sell
19,334
-1,053
-5% -$34.2K 0.04% 73
2025
Q3 		$651K Buy
20,387
+1,053
+5% +$32.1K 0.05% 68
2025
Q2 		$565K Sell
19,334
-8,802
-31% -$233K 0.04% 70
2025
Q1 		$705K Buy
28,136
+60
+0.2% +$1.64K 0.06% 65
2024
Q4 		$782K Hold
28,076
– – 0.06% 65
2024
Q3 		$731K Hold
28,076
– – 0.06% 65
2024
Q2 		$708K Hold
28,076
– – 0.06% 64
2024
Q1 		$651K Hold
28,076
– – 0.06% 66
2023
Q4 		$582K Hold
28,076
– – 0.05% 66
2023
Q3 		$510K Sell
28,076
-1,100
-4% -$20.7K 0.06% 63
2023
Q2 		$547K Hold
29,176
– – 0.06% 62
2023
Q1 		$475K Buy
29,176
+4
+0% +$61 0.05% 63
2022
Q4 		$405K Sell
29,172
-1,356
-4% -$19.5K 0.05% 65
2022
Q3 		$426K Buy
30,528
+1,364
+5% +$21.4K 0.06% 62
2022
Q2 		$423K Sell
29,164
-844
-3% -$13.5K 0.06% 59
2022
Q1 		$561K Hold
30,008
– – 0.07% 53
2021
Q4 		$614K Buy
30,008
+8
+0% +$160 0.08% 54
2021
Q3 		$555K Sell
30,000
-640
-2% -$12.2K 0.07% 56
2021
Q2 		$559K Hold
30,640
– – 0.07% 55
2021
Q1 		$497K Buy
30,640
+8
+0% +$130 0.07% 51
2020
Q4 		$492K Buy
30,632
+8
+0% +$121 0.08% 51
2020
Q3 		$441K Hold
30,624
– – 0.09% 51
2020
Q2 		$389K Sell
30,624
-4,360
-12% -$50.8K 0.08% 53
2020
Q1 		$348K Sell
34,984
-664
-2% -$7.58K 0.08% 57
2019
Q4 		$414K Buy
35,648
+16
+0% +$176 0.07% 58
2019
Q3 		$374K Buy
35,632
+24
+0.1% +$253 0.07% 58
2019
Q2 		$370K Hold
35,608
– – 0.07% 58
2019
Q1 		$354K Sell
35,608
-7,376
-17% -$69.8K 0.07% 54
2018
Q4 		$370K Buy
42,984
+5,336
+14% +$49.7K 0.08% 58
2018
Q3 		$386K Buy
37,648
+1,928
+5% +$19.2K 0.09% 46
2018
Q2 		$338K Sell
35,720
-496
-1% -$4.62K 0.1% 39
2018
Q1 		$325K Buy
36,216
+16
+0% +$147 0.1% 40
2017
Q4 		$320K Buy
+36,200
New +$311K 0.09% 44

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

Lutz Financial Services's SCHG Position: Q1 2026 in Review

Lutz Financial Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 19,334 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #73.

Lutz Financial Services first reported a position in SCHG in Q4 2017 and has held it in 34 quarters since. The position peaked at $782K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Lutz Financial Services held 19,334 shares of Schwab US Large-Cap Growth ETF worth $563K as of Q1 2026.
  • Lutz Financial Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Lutz Financial Services's portfolio in Q1 2026, its #73 holding.
  • Lutz Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Lutz Financial Services's Schwab US Large-Cap Growth ETF position peaked at $782K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.