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MGO One Seven’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MGO One Seven’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 		$26.7M Buy
916,903
+2,389
+0.3% +$74.3K 0.54% 28
2025
Q4 		$29.8M Buy
914,514
+7,940
+0.9% +$258K 0.61% 24
2025
Q3 		$28.9M Buy
906,574
+43,522
+5% +$1.33M 0.67% 20
2025
Q2 		$25.2M Sell
863,052
-85,131
-9% -$2.25M 0.81% 14
2025
Q1 		$23.7M Buy
948,183
+4,199
+0.4% +$115K 0.92% 12
2024
Q4 		$26.3M Sell
943,984
-30,952
-3% -$846K 1.01% 10
2024
Q3 		$25.4M Sell
974,936
-28,344
-3% -$713K 1.1% 9
2024
Q2 		$25.3M Buy
1,003,280
+879,848
+713% +$20.8M 1.2% 8
2024
Q1 		$2.86M Buy
123,432
+12,976
+12% +$287K 0.15% 162
2023
Q4 		$2.29M Buy
110,456
+33,232
+43% +$643K 0.13% 183
2023
Q3 		$1.4M Buy
77,224
+4,752
+7% +$89.4K 0.11% 210
2023
Q2 		$1.36M Buy
72,472
+12,120
+20% +$208K 0.12% 199
2023
Q1 		$983K Buy
60,352
+22,572
+60% +$343K 0.06% 303
2022
Q4 		$525K Buy
+37,780
New +$543K 0.05% 371
2022
Q2 		– Sell
-36,324
Closed -$679K – 703
2022
Q1 		$679K Sell
36,324
-132,316
-78% -$2.41M 0.07% 299
2021
Q4 		$3.45M Buy
168,640
+8,472
+5% +$169K 0.36% 64
2021
Q3 		$3.23M Buy
160,168
+74,736
+87% +$1.42M 0.41% 55
2021
Q2 		$1.56M Buy
85,432
+36,224
+74% +$627K 0.22% 123
2021
Q1 		$798K Buy
49,208
+7,960
+19% +$130K 0.14% 191
2020
Q4 		$662K Sell
41,248
-12,368
-23% -$188K 0.14% 202
2020
Q3 		$772K Buy
53,616
+29,480
+122% +$411K 0.18% 148
2020
Q2 		$306K Sell
24,136
-54,144
-69% -$631K 0.08% 329
2020
Q1 		$779K Sell
78,280
-97,040
-55% -$1.11M 0.26% 98
2019
Q4 		$2.04M Buy
175,320
+144,488
+469% +$1.59M 0.53% 46
2019
Q3 		$324K Buy
+30,832
New +$325K 0.09% 285

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

MGO One Seven's SCHG Position: Q1 2026 in Review

MGO One Seven increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.26% in Q1 2026, buying an estimated $74.3K and bringing the position to 916,903 shares worth $26.7M. The position accounts for 0.54% of the portfolio, ranked #28.

MGO One Seven first reported a position in SCHG in Q3 2019 and has held it in 25 quarters since. The position peaked at $29.8M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • MGO One Seven held 916,903 shares of Schwab US Large-Cap Growth ETF worth $26.7M as of Q1 2026.
  • MGO One Seven bought 2,389 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $74.3K.
  • Schwab US Large-Cap Growth ETF made up 0.54% of MGO One Seven's portfolio in Q1 2026, its #28 holding.
  • MGO One Seven first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 25 quarters since.
  • MGO One Seven's Schwab US Large-Cap Growth ETF position peaked at $29.8M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.