Michels Family Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Michels Family Financial’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	$2.3M	Buy	78,789 +3,877	+5%	+$121K	1.66%	12
2025 Q4	$2.44M	Buy	74,912 +3,089	+4%	+$100K	1.8%	11
2025 Q3	$2.29M	Buy	71,823 +2,898	+4%	+$88.3K	1.78%	12
2025 Q2	$2.01M	Buy	68,925 +1,863	+3%	+$49.3K	1.72%	12
2025 Q1	$1.68M	Sell	67,062 -297	-0.4%	-$8.13K	1.52%	15
2024 Q4	$1.88M	Buy	+67,359	New	+$1.84M	1.72%	13

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 $11.5B AUM 18.82% 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

Michels Family Financial's SCHG Position: Q1 2026 in Review

Michels Family Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.2% in Q1 2026, buying an estimated $121K and bringing the position to 78,789 shares worth $2.3M. The position accounts for 1.66% of the portfolio, ranked #12.

Michels Family Financial first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.44M in Q4 2025. 1,615 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Michels Family Financial held 78,789 shares of Schwab US Large-Cap Growth ETF worth $2.3M as of Q1 2026.
Michels Family Financial bought 3,877 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $121K.
Schwab US Large-Cap Growth ETF made up 1.66% of Michels Family Financial's portfolio in Q1 2026, its #12 holding.
Michels Family Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's Schwab US Large-Cap Growth ETF position peaked at $2.44M in Q4 2025.
1,615 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.