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

MMA Asset Management’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 		– Sell
-6,289
Closed -$205K – 195
2025
Q4 		$205K Sell
6,289
-6,277
-50% -$204K 0.07% 179
2025
Q3 		$401K Buy
+12,566
New +$383K 0.13% 125
2024
Q2 		– Sell
-9,192
Closed -$213K – 214
2024
Q1 		$213K Buy
+9,192
New +$203K 0.1% 117

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

MMA Asset Management's SCHG Position: Q1 2026 in Review

MMA Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,289 shares — an estimated $205K sold.

MMA Asset Management first reported a position in SCHG in Q1 2024 and held it in 3 quarters. The position peaked at $401K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • MMA Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • MMA Asset Management sold 6,289 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $205K.
  • MMA Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 3 quarters.
  • MMA Asset Management's Schwab US Large-Cap Growth ETF position peaked at $401K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.