McIlrath & Eck’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

McIlrath & Eck’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	$52K	Hold	1,785	–	–	﹤0.01%	532
2025 Q4	$58.2K	Buy	1,785 +37	+2%	+$1.2K	0.01%	324
2025 Q3	$55.8K	Hold	1,748	–	–	0.01%	297
2025 Q2	$51.1K	Hold	1,748	–	–	0.01%	312
2025 Q1	$43.8K	Hold	1,748	–	–	0.01%	343
2024 Q4	$48.7K	Hold	1,748	–	–	0.01%	313
2024 Q3	$45.5K	Hold	1,748	–	–	0.01%	332
2024 Q2	$44.1K	Sell	1,748 -244	-12%	-$5.76K	0.01%	295
2024 Q1	$46.2K	Buy	+1,992	New	+$44.1K	0.01%	285
2022 Q4	–	Sell	-344	Closed	-$5K	–	916
2022 Q3	$5K	Hold	344	–	–	﹤0.01%	652
2022 Q2	$5K	Hold	344	–	–	﹤0.01%	626
2022 Q1	$6K	Hold	344	–	–	﹤0.01%	609
2021 Q4	$7K	Sell	344 -144	-30%	-$2.88K	﹤0.01%	592
2021 Q3	$9K	Hold	488	–	–	﹤0.01%	545
2021 Q2	$9K	Hold	488	–	–	﹤0.01%	539
2021 Q1	$8K	Hold	488	–	–	﹤0.01%	516
2020 Q4	$8K	Hold	488	–	–	﹤0.01%	464
2020 Q3	$7K	Hold	488	–	–	﹤0.01%	445
2020 Q2	$6K	Hold	488	–	–	﹤0.01%	449
2020 Q1	$5K	Buy	+488	New	+$5.57K	﹤0.01%	443

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

McIlrath & Eck's SCHG Position: Q1 2026 in Review

McIlrath & Eck held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 1,785 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

McIlrath & Eck first reported a position in SCHG in Q1 2020 and has held it in 20 quarters since. The position peaked at $58.2K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

McIlrath & Eck held 1,785 shares of Schwab US Large-Cap Growth ETF worth $52K as of Q1 2026.
McIlrath & Eck left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #532 holding.
McIlrath & Eck first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 20 quarters since.
McIlrath & Eck's Schwab US Large-Cap Growth ETF position peaked at $58.2K in Q4 2025.
1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.