Mission Creek Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mission Creek Capital Partners’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	$534K	Buy	20,549 +5,336	+35%	+$166K	0.11%	143
2025 Q4	$424K	Buy	15,213 +1,445	+10%	+$47K	0.09%	149
2025 Q3	$368K	Buy	13,768 +116	+0.8%	+$3.54K	0.07%	161
2025 Q2	$334K	Hold	13,652	–	–	0.07%	161
2025 Q1	$287K	Hold	13,652	–	–	0.07%	169
2024 Q4	$319K	Buy	13,652 +2,292	+20%	+$62.7K	0.07%	188
2024 Q3	$296K	Hold	11,360	–	–	0.07%	189
2024 Q2	$286K	Sell	11,360 -1,536	-12%	-$36.2K	0.07%	178
2024 Q1	$299K	Hold	12,896	–	–	0.08%	204
2023 Q4	$267K	Hold	12,896	–	–	0.07%	203
2023 Q3	$234K	Hold	12,896	–	–	0.08%	198
2023 Q2	$242K	Hold	12,896	–	–	0.08%	205
2023 Q1	$210K	Buy	+12,896	New	+$196K	0.07%	218
2022 Q2	–	Sell	-11,360	Closed	-$212K	–	226
2022 Q1	$212K	Hold	11,360	–	–	0.06%	220
2021 Q4	$233K	Hold	11,360	–	–	0.05%	228
2021 Q3	$210K	Hold	11,360	–	–	0.04%	238
2021 Q2	$207K	Buy	+11,360	New	+$197K	0.03%	227

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

Mission Creek Capital Partners's SCHG Position: Q1 2026 in Review

Mission Creek Capital Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 35% in Q1 2026, buying an estimated $166K and bringing the position to 20,549 shares worth $534K. The position accounts for 0.11% of the portfolio, ranked #143.

Mission Creek Capital Partners first reported a position in SCHG in Q2 2021 and has held it in 17 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Mission Creek Capital Partners held 20,549 shares of Schwab US Large-Cap Growth ETF worth $534K as of Q1 2026.
Mission Creek Capital Partners bought 5,336 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $166K.
Schwab US Large-Cap Growth ETF made up 0.11% of Mission Creek Capital Partners's portfolio in Q1 2026, its #143 holding.
Mission Creek Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 17 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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