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Midwest Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Midwest Financial Group’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 		$3.99M Buy
137,123
+19,537
+17% +$607K 1.7% 17
2025
Q4 		$3.84M Buy
117,586
+18,684
+19% +$608K 1.69% 18
2025
Q3 		$3.16M Buy
98,902
+23,846
+32% +$727K 1.5% 19
2025
Q2 		$2.19M Buy
75,056
+2,064
+3% +$54.6K 1.15% 26
2025
Q1 		$1.83M Buy
72,992
+10,101
+16% +$277K 1.06% 30
2024
Q4 		$1.75M Buy
62,891
+23,095
+58% +$632K 1.01% 30
2024
Q3 		$1.04M Buy
39,796
+2,384
+6% +$60K 0.61% 39
2024
Q2 		$943K Buy
37,412
+6,164
+20% +$145K 0.6% 42
2024
Q1 		$724K Buy
31,248
+2,148
+7% +$47.5K 0.49% 56
2023
Q4 		$604K Buy
29,100
+2,264
+8% +$43.8K 0.45% 60
2023
Q3 		$488K Buy
26,836
+808
+3% +$15.2K 0.41% 63
2023
Q2 		$488K Buy
26,028
+2,624
+11% +$45K 0.41% 63
2023
Q1 		$381K Buy
+23,404
New +$355K 0.35% 67

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

Midwest Financial Group's SCHG Position: Q1 2026 in Review

Midwest Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q1 2026, buying an estimated $607K and bringing the position to 137,123 shares worth $3.99M. The position accounts for 1.7% of the portfolio, ranked #17.

Midwest Financial Group first reported a position in SCHG in Q1 2023 and has held it in 13 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Midwest Financial Group held 137,123 shares of Schwab US Large-Cap Growth ETF worth $3.99M as of Q1 2026.
  • Midwest Financial Group bought 19,537 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $607K.
  • Schwab US Large-Cap Growth ETF made up 1.7% of Midwest Financial Group's portfolio in Q1 2026, its #17 holding.
  • Midwest Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.