Milestone Asset Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Milestone Asset Management 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	$4.52M	Buy	155,047 +218	+0.1%	+$6.78K	2.64%	10
2025 Q4	$5.05M	Sell	154,829 -704	-0.5%	-$22.9K	2.85%	8
2025 Q3	$4.96M	Buy	155,533 +65	+0%	+$1.98K	3.12%	7
2025 Q2	$4.54M	Buy	155,468 +7,347	+5%	+$194K	3.36%	6
2025 Q1	$3.71M	Sell	148,121 -2,517	-2%	-$68.9K	3.35%	5
2024 Q4	$4.2M	Buy	+150,638	New	+$4.12M	3.75%	4

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

Milestone Asset Management Group's SCHG Position: Q1 2026 in Review

Milestone Asset Management Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.14% in Q1 2026, buying an estimated $6.78K and bringing the position to 155,047 shares worth $4.52M. The position accounts for 2.64% of the portfolio, ranked #10.

Milestone Asset Management Group first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.05M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Milestone Asset Management Group held 155,047 shares of Schwab US Large-Cap Growth ETF worth $4.52M as of Q1 2026.
Milestone Asset Management Group bought 218 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $6.78K.
Schwab US Large-Cap Growth ETF made up 2.64% of Milestone Asset Management Group's portfolio in Q1 2026, its #10 holding.
Milestone Asset Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Milestone Asset Management Group's Schwab US Large-Cap Growth ETF position peaked at $5.05M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.