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

MONECO 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 		$496K Buy
17,034
+1
+0% +$31 0.04% 308
2025
Q4 		$556K Sell
17,033
-1,328
-7% -$43.2K 0.04% 291
2025
Q3 		$586K Sell
18,361
-520
-3% -$15.8K 0.05% 273
2025
Q2 		$552K Sell
18,881
-575
-3% -$15.2K 0.05% 275
2025
Q1 		$487K Sell
19,456
-14,971
-43% -$410K 0.05% 287
2024
Q4 		$959K Buy
34,427
+16,575
+93% +$453K 0.1% 183
2024
Q3 		$465K Sell
17,852
-636
-3% -$16K 0.06% 268
2024
Q2 		$466K Sell
18,488
-2,104
-10% -$49.6K 0.07% 250
2024
Q1 		$477K Sell
20,592
-804
-4% -$17.8K 0.08% 246
2023
Q4 		$444K Buy
21,396
+256
+1% +$4.95K 0.08% 229
2023
Q3 		$384K Sell
21,140
-4,212
-17% -$79.3K 0.1% 216
2023
Q2 		$475K Sell
25,352
-3,892
-13% -$66.7K 0.13% 180
2023
Q1 		$476K Sell
29,244
-2,288
-7% -$34.7K 0.14% 169
2022
Q4 		$438K Buy
31,532
+2,516
+9% +$36.2K 0.16% 146
2022
Q3 		$405K Sell
29,016
-5,348
-16% -$83.8K 0.16% 145
2022
Q2 		$498K Buy
34,364
+12
+0% +$192 0.19% 123
2022
Q1 		$643K Sell
34,352
-16
-0% -$292 0.24% 100
2021
Q4 		$625K Sell
34,368
-7,352
-18% -$147K 0.23% 103
2021
Q3 		$772K Sell
41,720
-6,120
-13% -$117K 0.3% 77
2021
Q2 		$873K Sell
47,840
-5,408
-10% -$93.6K 0.4% 63
2021
Q1 		$864K Buy
+53,248
New +$866K 0.42% 61

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

MONECO Advisors's SCHG Position: Q1 2026 in Review

MONECO Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $31 and bringing the position to 17,034 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #308.

MONECO Advisors first reported a position in SCHG in Q1 2021 and has held it in 21 quarters since. The position peaked at $959K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • MONECO Advisors held 17,034 shares of Schwab US Large-Cap Growth ETF worth $496K as of Q1 2026.
  • MONECO Advisors bought 1 Schwab US Large-Cap Growth ETF share in Q1 2026, an estimated $31.
  • Schwab US Large-Cap Growth ETF made up 0.04% of MONECO Advisors's portfolio in Q1 2026, its #308 holding.
  • MONECO Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • MONECO Advisors's Schwab US Large-Cap Growth ETF position peaked at $959K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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