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MidAtlantic Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MidAtlantic Capital Management’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 		$1.59M Sell
54,629
-4,050
-7% -$126K 1.1% 24
2025
Q4 		$1.91M Buy
58,679
+118
+0.2% +$3.84K 1.23% 22
2025
Q3 		$1.87M Sell
58,561
-6
-0% -$183 1.28% 21
2025
Q2 		$1.71M Buy
58,567
+6,381
+12% +$169K 1.21% 23
2025
Q1 		$1.31M Sell
52,186
-74
-0.1% -$2.03K 1.03% 24
2024
Q4 		$1.46M Sell
52,260
-64,384
-55% -$1.76M 1.07% 22
2024
Q3 		$3.04M Buy
116,644
+5,052
+5% +$127K 2.22% 14
2024
Q2 		$2.81M Buy
111,592
+7,488
+7% +$177K 2.36% 13
2024
Q1 		$2.41M Buy
104,104
+4
+0% +$88 2.12% 13
2023
Q4 		$2.16M Buy
+104,100
New +$2.01M 2.1% 13

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

MidAtlantic Capital Management's SCHG Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.9% in Q1 2026, selling an estimated $126K and leaving 54,629 shares worth $1.59M. The position accounts for 1.1% of the portfolio, ranked #24.

MidAtlantic Capital Management first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.04M in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • MidAtlantic Capital Management held 54,629 shares of Schwab US Large-Cap Growth ETF worth $1.59M as of Q1 2026.
  • MidAtlantic Capital Management sold 4,050 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $126K.
  • Schwab US Large-Cap Growth ETF made up 1.1% of MidAtlantic Capital Management's portfolio in Q1 2026, its #24 holding.
  • MidAtlantic Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • MidAtlantic Capital Management's Schwab US Large-Cap Growth ETF position peaked at $3.04M in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.