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Meeder Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Meeder Advisory 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 		$643K Sell
22,088
-3,135
-12% -$97.5K 0.03% 345
2025
Q4 		$823K Buy
25,223
+4,585
+22% +$149K 0.04% 307
2025
Q3 		$659K Buy
20,638
+1,637
+9% +$49.9K 0.03% 342
2025
Q2 		$555K Sell
19,001
-487
-2% -$12.9K 0.03% 357
2025
Q1 		$488K Sell
19,488
-1,524
-7% -$41.7K 0.03% 361
2024
Q4 		$586K Sell
21,012
-920
-4% -$25.2K 0.04% 318
2024
Q3 		$571K Buy
+21,932
New +$552K 0.04% 310

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

Meeder Advisory Services's SCHG Position: Q1 2026 in Review

Meeder Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q1 2026, selling an estimated $97.5K and leaving 22,088 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #345.

Meeder Advisory Services first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $823K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Meeder Advisory Services held 22,088 shares of Schwab US Large-Cap Growth ETF worth $643K as of Q1 2026.
  • Meeder Advisory Services sold 3,135 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $97.5K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Meeder Advisory Services's portfolio in Q1 2026, its #345 holding.
  • Meeder Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Meeder Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $823K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.