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MCF Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MCF Advisors’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 		$244K Sell
8,382
-200
-2% -$6.22K 0.01% 364
2025
Q4 		$280K Buy
8,582
+6,340
+283% +$206K 0.02% 254
2025
Q3 		$71.5K Buy
2,242
+103
+5% +$3.14K ﹤0.01% 370
2025
Q2 		$62.5K Buy
2,139
+327
+18% +$8.65K ﹤0.01% 376
2025
Q1 		$45.4K Hold
1,812
– – ﹤0.01% 408
2024
Q4 		$50.5K Hold
1,812
– – ﹤0.01% 401
2024
Q3 		$47.2K Hold
1,812
– – ﹤0.01% 403
2024
Q2 		$45.7K Hold
1,812
– – ﹤0.01% 403
2024
Q1 		$42K Hold
1,812
– – ﹤0.01% 405
2023
Q4 		$37.6K Hold
1,812
– – ﹤0.01% 412
2023
Q3 		$32.9K Buy
1,812
+1,808
+45,200% +$34K ﹤0.01% 414
2023
Q2 		$75 Buy
+4
New +$69 ﹤0.01% 854
2022
Q4 		– Sell
-504
Closed -$7K – 864
2022
Q3 		$7K Buy
+504
New +$7.9K ﹤0.01% 590
2017
Q1 		– Sell
-15,504
Closed -$108K – 482
2016
Q4 		$108K Sell
15,504
-66,488
-81% -$460K 0.02% 143
2016
Q3 		$569K Buy
81,992
+13,072
+19% +$89.8K 0.13% 51
2016
Q2 		$452K Buy
68,920
+4,656
+7% +$30.6K 0.11% 64
2016
Q1 		$421K Buy
64,264
+8,344
+15% +$51.7K 0.11% 58
2015
Q4 		$369K Sell
55,920
-216
-0.4% -$1.44K 0.1% 57
2015
Q3 		$351K Buy
56,136
+17,576
+46% +$117K 0.09% 59
2015
Q2 		$259K Buy
38,560
+15,960
+71% +$109K 0.07% 74
2015
Q1 		$152K Buy
22,600
+7,760
+52% +$51.4K 0.04% 104
2014
Q4 		$96K Buy
14,840
+3,992
+37% +$25.1K 0.03% 140
2014
Q3 		$62K Buy
10,848
+4,048
+60% +$24.9K 0.02% 170
2014
Q2 		$39K Buy
6,800
+1,120
+20% +$6.55K 0.01% 190
2014
Q1 		$33K Buy
5,680
+1,456
+34% +$8.27K 0.01% 213
2013
Q4 		$24K Buy
+4,224
New +$22.8K 0.01% 217

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

MCF Advisors's SCHG Position: Q1 2026 in Review

MCF Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q1 2026, selling an estimated $6.22K and leaving 8,382 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #364.

MCF Advisors first reported a position in SCHG in Q4 2013 and has held it in 26 quarters since. The position peaked at $569K in Q3 2016. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • MCF Advisors held 8,382 shares of Schwab US Large-Cap Growth ETF worth $244K as of Q1 2026.
  • MCF Advisors sold 200 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $6.22K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of MCF Advisors's portfolio in Q1 2026, its #364 holding.
  • MCF Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2013 and has held it in 26 quarters since.
  • MCF Advisors's Schwab US Large-Cap Growth ETF position peaked at $569K in Q3 2016.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.