McDonald Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

McDonald Partners’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	$245K	Buy	8,405 +380	+5%	+$11.8K	0.06%	199
2025 Q4	$262K	Buy	8,025 +1,225	+18%	+$39.8K	0.08%	186
2025 Q3	$217K	Sell	6,800 -3,800	-36%	-$116K	0.06%	218
2025 Q2	$310K	Hold	10,600	–	–	0.07%	210
2025 Q1	$265K	Hold	10,600	–	–	0.07%	211
2024 Q4	$295K	Hold	10,600	–	–	0.08%	200
2024 Q3	$276K	Hold	10,600	–	–	0.07%	206
2024 Q2	$267K	Hold	10,600	–	–	0.07%	208
2024 Q1	$246K	Hold	10,600	–	–	0.07%	216
2023 Q4	$220K	Buy	+10,600	New	+$205K	0.07%	216
2023 Q3	–	Sell	-15,104	Closed	-$283K	–	240
2023 Q2	$283K	Buy	+15,104	New	+$259K	0.09%	202

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

McDonald Partners's SCHG Position: Q1 2026 in Review

McDonald Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q1 2026, buying an estimated $11.8K and bringing the position to 8,405 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #199.

McDonald Partners first reported a position in SCHG in Q2 2023 and has held it in 11 quarters since. The position peaked at $310K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

McDonald Partners held 8,405 shares of Schwab US Large-Cap Growth ETF worth $245K as of Q1 2026.
McDonald Partners bought 380 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $11.8K.
Schwab US Large-Cap Growth ETF made up 0.06% of McDonald Partners's portfolio in Q1 2026, its #199 holding.
McDonald Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 11 quarters since.
McDonald Partners's Schwab US Large-Cap Growth ETF position peaked at $310K in Q2 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.