MML Investors Services
SCHG icon

MML Investors Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MML Investors Services’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 		$264M Sell
9,069,139
-2,657,286
-23% -$82.6M 0.73% 20
2025
Q4 		$383M Buy
11,726,425
+1,552,141
+15% +$50.5M 0.93% 15
2025
Q3 		$325M Buy
10,174,284
+1,530,752
+18% +$46.7M 0.87% 18
2025
Q2 		$252M Buy
8,643,532
+1,578,072
+22% +$41.7M 0.73% 22
2025
Q1 		$177M Buy
7,065,460
+776,015
+12% +$21.3M 0.59% 27
2024
Q4 		$175M Buy
6,289,445
+127,153
+2% +$3.48M 0.6% 27
2024
Q3 		$160M Buy
6,162,292
+521,588
+9% +$13.1M 0.59% 26
2024
Q2 		$142M Buy
5,640,704
+521,776
+10% +$12.3M 0.57% 26
2024
Q1 		$119M Buy
5,118,928
+501,000
+11% +$11.1M 0.49% 33
2023
Q4 		$95.8M Buy
4,617,928
+1,094,060
+31% +$21.2M 0.44% 40
2023
Q3 		$64.1M Buy
3,523,868
+161,092
+5% +$3.03M 0.35% 52
2023
Q2 		$63M Buy
3,362,776
+764,224
+29% +$13.1M 0.35% 51
2023
Q1 		$42.3M Sell
2,598,552
-370,956
-12% -$5.63M 0.3% 67
2022
Q4 		$41.2M Buy
2,969,508
+1,534,124
+107% +$22.1M 0.27% 81
2022
Q3 		$20M Buy
1,435,384
+233,768
+19% +$3.66M 0.15% 146
2022
Q2 		$17.4M Buy
1,201,616
+427,876
+55% +$6.84M 0.13% 180
2022
Q1 		$14.5M Buy
773,740
+275,948
+55% +$5.03M 0.1% 212
2021
Q4 		$10.2M Buy
497,792
+1,104
+0.2% +$22.1K 0.07% 275
2021
Q3 		$9.19M Buy
496,688
+76,016
+18% +$1.45M 0.07% 285
2021
Q2 		$7.67M Buy
420,672
+131,664
+46% +$2.28M 0.06% 305
2021
Q1 		$4.69M Buy
289,008
+6,600
+2% +$107K 0.04% 386
2020
Q4 		$4.53M Buy
282,408
+48,200
+21% +$731K 0.05% 338
2020
Q3 		$3.37M Buy
234,208
+33,344
+17% +$465K 0.04% 361
2020
Q2 		$2.55M Sell
200,864
-10,576
-5% -$123K 0.03% 416
2020
Q1 		$2.1M Sell
211,440
-305,616
-59% -$3.49M 0.04% 411
2019
Q4 		$6M Sell
517,056
-29,656
-5% -$327K 0.09% 232
2019
Q3 		$5.74M Sell
546,712
-148,144
-21% -$1.56M 0.09% 224
2019
Q2 		$7.23M Buy
694,856
+339,872
+96% +$3.46M 0.1% 215
2019
Q1 		$3.52M Buy
354,984
+63,960
+22% +$605K 0.05% 316
2018
Q4 		$2.51M Buy
291,024
+72,480
+33% +$675K 0.05% 357
2018
Q3 		$2.24M Buy
218,544
+70,208
+47% +$699K 0.04% 408
2018
Q2 		$1.41M Buy
148,336
+384
+0.3% +$3.58K 0.03% 457
2018
Q1 		$1.33M Buy
147,952
+15,800
+12% +$146K 0.03% 463
2017
Q4 		$1.17M Sell
132,152
-59,136
-31% -$508K 0.02% 493
2017
Q3 		$1.58M Buy
191,288
+16,560
+9% +$134K 0.03% 392
2017
Q2 		$1.38M Buy
+174,728
New +$1.36M 0.03% 414

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

MML Investors Services's SCHG Position: Q1 2026 in Review

MML Investors Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 23% in Q1 2026, selling an estimated $82.6M and leaving 9,069,139 shares worth $264M. The position accounts for 0.73% of the portfolio, ranked #20.

MML Investors Services first reported a position in SCHG in Q2 2017 and has held it in 36 quarters since. The position peaked at $383M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • MML Investors Services held 9,069,139 shares of Schwab US Large-Cap Growth ETF worth $264M as of Q1 2026.
  • MML Investors Services sold 2,657,286 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $82.6M.
  • Schwab US Large-Cap Growth ETF made up 0.73% of MML Investors Services's portfolio in Q1 2026, its #20 holding.
  • MML Investors Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's Schwab US Large-Cap Growth ETF position peaked at $383M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.