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Macroview Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Macroview Investment Management’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 		$6.18M Buy
212,152
+2,068
+1% +$64.3K 4.29% 5
2025
Q4 		$6.85M Sell
210,084
-14,714
-7% -$479K 4.68% 3
2025
Q3 		$7.17M Buy
224,798
+12,647
+6% +$385K 5.35% 1
2025
Q2 		$6.2M Buy
212,151
+8,727
+4% +$231K 5.04% 2
2025
Q1 		$5.09M Buy
203,424
+35,119
+21% +$962K 4.76% 2
2024
Q4 		$4.69M Buy
168,305
+645
+0.4% +$17.6K 4.73% 3
2024
Q3 		$4.37M Buy
167,660
+9,668
+6% +$243K 4.27% 3
2024
Q2 		$3.98M Buy
157,992
+74,020
+88% +$1.75M 4.22% 2
2024
Q1 		$1.95M Buy
83,972
+42,668
+103% +$944K 2.14% 14
2023
Q4 		$857K Buy
41,304
+38,744
+1,513% +$749K 1.01% 35
2023
Q3 		$46.6K Buy
+2,560
New +$48.2K 0.06% 116
2019
Q2 		– Sell
-248
Closed -$2K – 357
2019
Q1 		$2K Buy
+248
New +$2.35K 0.01% 303

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

Macroview Investment Management's SCHG Position: Q1 2026 in Review

Macroview Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.98% in Q1 2026, buying an estimated $64.3K and bringing the position to 212,152 shares worth $6.18M. The position accounts for 4.29% of the portfolio, ranked #5.

Macroview Investment Management first reported a position in SCHG in Q1 2019 and has held it in 12 quarters since. The position peaked at $7.17M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Macroview Investment Management held 212,152 shares of Schwab US Large-Cap Growth ETF worth $6.18M as of Q1 2026.
  • Macroview Investment Management bought 2,068 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $64.3K.
  • Schwab US Large-Cap Growth ETF made up 4.29% of Macroview Investment Management's portfolio in Q1 2026, its #5 holding.
  • Macroview Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 12 quarters since.
  • Macroview Investment Management's Schwab US Large-Cap Growth ETF position peaked at $7.17M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Macroview Investment Management's 13F filing for Q1 2026, filed 8 May 2026.