Midwest Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Midwest Capital Advisors’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	$37.6M	Buy	1,291,337 +502,034	+64%	+$15.6M	17.58%	1
2025 Q4	$25.7M	Sell	789,303 -6,215	-0.8%	-$202K	12.33%	2
2025 Q3	$25.4M	Buy	795,518 +9,330	+1%	+$284K	12.24%	1
2025 Q2	$23M	Sell	786,188 -287,242	-27%	-$7.59M	12.11%	2
2025 Q1	$26.9M	Buy	1,073,430 +21,727	+2%	+$595K	16.5%	1
2024 Q4	$29.3M	Buy	+1,051,703	New	+$28.8M	21.43%	1

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 $10B AUM 15.14% 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

Midwest Capital Advisors's SCHG Position: Q1 2026 in Review

Midwest Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 64% in Q1 2026, buying an estimated $15.6M and bringing the position to 1,291,337 shares worth $37.6M. The position accounts for 17.58% of the portfolio, ranked #1.

Midwest Capital Advisors first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Midwest Capital Advisors held 1,291,337 shares of Schwab US Large-Cap Growth ETF worth $37.6M as of Q1 2026.
Midwest Capital Advisors bought 502,034 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $15.6M.
Schwab US Large-Cap Growth ETF made up 17.58% of Midwest Capital Advisors's portfolio in Q1 2026, its #1 holding.
Midwest Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.