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

Mill Creek 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	$5.81M	Buy	199,485 +65	+0%	+$2.02K	0.12%	52
2025 Q4	$6.51M	Sell	199,420 -52,508	-21%	-$1.71M	0.13%	50
2025 Q3	$8.04M	Buy	251,928 +48	+0%	+$1.46K	0.17%	46
2025 Q2	$7.36M	Buy	251,880 +123,509	+96%	+$3.27M	0.16%	46
2025 Q1	$3.21M	Sell	128,371 -705	-0.5%	-$19.3K	0.08%	70
2024 Q4	$3.6M	Buy	129,076 +56	+0%	+$1.53K	0.09%	68
2024 Q3	$3.36M	Buy	129,020 +104	+0.1%	+$2.62K	0.08%	66
2024 Q2	$3.25M	Hold	128,916	–	–	0.08%	68
2024 Q1	$2.99M	Sell	128,916 -292	-0.2%	-$6.46K	0.08%	64
2023 Q4	$2.68M	Buy	129,208 +1,680	+1%	+$32.5K	0.08%	69
2023 Q3	$2.32M	Buy	127,528 +92	+0.1%	+$1.73K	0.08%	66
2023 Q2	$2.39M	Buy	127,436 +136	+0.1%	+$2.33K	0.08%	68
2023 Q1	$2.07M	Sell	127,300 -131,716	-51%	-$2M	0.08%	67
2022 Q4	$3.6M	Buy	+259,016	New	+$3.72M	0.15%	42

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

Mill Creek Capital Advisors's SCHG Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q1 2026, buying an estimated $2.02K and bringing the position to 199,485 shares worth $5.81M. The position accounts for 0.12% of the portfolio, ranked #52.

Mill Creek Capital Advisors first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.04M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Mill Creek Capital Advisors held 199,485 shares of Schwab US Large-Cap Growth ETF worth $5.81M as of Q1 2026.
Mill Creek Capital Advisors bought 65 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.02K.
Schwab US Large-Cap Growth ETF made up 0.12% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #52 holding.
Mill Creek Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $8.04M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.