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Moneta Group Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Moneta Group Investment 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 		$187M Buy
6,434,196
+704,238
+12% +$21.9M 1.41% 14
2025
Q4 		$187M Sell
5,729,958
-138,011
-2% -$4.49M 1.41% 14
2025
Q3 		$187M Buy
5,867,969
+110,720
+2% +$3.37M 1.49% 15
2025
Q2 		$168M Buy
5,757,249
+455,973
+9% +$12.1M 2% 13
2025
Q1 		$133M Buy
5,301,276
+499,934
+10% +$13.7M 1.83% 15
2024
Q4 		$134M Sell
4,801,342
-14,634,862
-75% -$400M 1.87% 15
2024
Q3 		$127M Buy
19,436,204
+14,672,240
+308% +$369M 1.84% 15
2024
Q2 		$120M Buy
4,763,964
+3,068
+0.1% +$72.4K 1.92% 14
2024
Q1 		$110M Buy
4,760,896
+1,176,084
+33% +$26M 1.8% 15
2023
Q4 		$74.3M Buy
3,584,812
+167,440
+5% +$3.24M 1.47% 17
2023
Q3 		$62.1M Buy
3,417,372
+15,804
+0.5% +$297K 1.41% 17
2023
Q2 		$63.7M Buy
3,401,568
+221,052
+7% +$3.79M 1.41% 17
2023
Q1 		$51.8M Buy
3,180,516
+637,308
+25% +$9.67M 1.24% 22
2022
Q4 		$38.8M Buy
2,543,208
+263,688
+12% +$3.79M 1.06% 24
2022
Q3 		$31.8M Sell
2,279,520
-57,228
-2% -$897K 1.21% 21
2022
Q2 		$33.9M Buy
2,336,748
+983,420
+73% +$15.7M 1.16% 22
2022
Q1 		$25.3M Buy
1,353,328
+229,568
+20% +$4.19M 0.99% 26
2021
Q4 		$23M Buy
1,123,760
+36,152
+3% +$723K 0.94% 28
2021
Q3 		$20.1M Buy
1,087,608
+136,992
+14% +$2.61M 0.93% 33
2021
Q2 		$17.3M Buy
950,616
+84,224
+10% +$1.46M 0.8% 33
2021
Q1 		$14.1M Buy
866,392
+39,856
+5% +$649K 0.74% 35
2020
Q4 		$13.3M Sell
826,536
-2,016
-0.2% -$30.6K 0.95% 28
2020
Q3 		$11.9M Buy
828,552
+65,112
+9% +$908K 1.04% 27
2020
Q2 		$9.69M Sell
763,440
-3,312
-0.4% -$38.6K 0.92% 32
2020
Q1 		$7.63M Buy
766,752
+286,200
+60% +$3.26M 0.79% 35
2019
Q4 		$5.58M Buy
480,552
+50,416
+12% +$556K 0.47% 40
2019
Q3 		$4.52M Buy
430,136
+56,336
+15% +$594K 0.42% 45
2019
Q2 		$3.89M Buy
373,800
+167,936
+82% +$1.71M 0.38% 47
2019
Q1 		$2.04M Buy
205,864
+3,568
+2% +$33.7K 0.21% 72
2018
Q4 		$1.74M Buy
202,296
+65,248
+48% +$608K 0.21% 75
2018
Q3 		$1.41M Buy
137,048
+9,296
+7% +$92.6K 0.14% 89
2018
Q2 		$1.21M Buy
127,752
+107,592
+534% +$1M 0.13% 93
2018
Q1 		$181K Buy
20,160
+6,344
+46% +$58.5K 0.02% 203
2017
Q4 		$122K Buy
+13,816
New +$119K 0.02% 225

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 $11.5B AUM 18.82% 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

Moneta Group Investment Advisors's SCHG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q1 2026, buying an estimated $21.9M and bringing the position to 6,434,196 shares worth $187M. The position accounts for 1.41% of the portfolio, ranked #14.

Moneta Group Investment Advisors first reported a position in SCHG in Q4 2017 and has held it in 34 quarters since. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Moneta Group Investment Advisors held 6,434,196 shares of Schwab US Large-Cap Growth ETF worth $187M as of Q1 2026.
  • Moneta Group Investment Advisors bought 704,238 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $21.9M.
  • Schwab US Large-Cap Growth ETF made up 1.41% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.