Millington Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Millington Financial 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	$1.47M	Sell	44,547 -138	-0.3%	-$4.29K	0.62%	44
2025 Q4	$1.39M	Buy	44,685 +445	+1%	+$14.5K	0.62%	47
2025 Q3	$1.42M	Sell	44,240 -2,245	-5%	-$68.4K	0.69%	46
2025 Q2	$1.39M	Sell	46,485 -13,684	-23%	-$362K	0.7%	46
2025 Q1	$1.47M	Buy	+60,169	New	+$1.65M	0.9%	40

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

Millington Financial Advisors's SCHG Position: Q1 2026 in Review

Millington Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.31% in Q1 2026, selling an estimated $4.29K and leaving 44,547 shares worth $1.47M. The position accounts for 0.62% of the portfolio, ranked #44.

Millington Financial Advisors first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Millington Financial Advisors held 44,547 shares of Schwab US Large-Cap Growth ETF worth $1.47M as of Q1 2026.
Millington Financial Advisors sold 138 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.29K.
Schwab US Large-Cap Growth ETF made up 0.62% of Millington Financial Advisors's portfolio in Q1 2026, its #44 holding.
Millington Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.