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Money Concepts Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Money Concepts Capital’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 		$5M Buy
171,621
+43,738
+34% +$1.36M 0.28% 81
2025
Q4 		$4.17M Buy
127,883
+8,251
+7% +$268K 0.23% 92
2025
Q3 		$3.82M Sell
119,632
-65,141
-35% -$1.99M 0.24% 89
2025
Q2 		$5.4M Buy
184,773
+65,944
+55% +$1.74M 0.36% 57
2025
Q1 		$2.98M Buy
118,829
+6,853
+6% +$188K 0.22% 99
2024
Q4 		$3.12M Buy
111,976
+4,108
+4% +$112K 0.23% 97
2024
Q3 		$2.81M Buy
107,868
+3,392
+3% +$85.4K 0.21% 106
2024
Q2 		$2.63M Sell
104,476
-64
-0.1% -$1.51K 0.22% 109
2024
Q1 		$2.42M Buy
104,540
+8,492
+9% +$188K 0.22% 124
2023
Q4 		$1.99M Buy
96,048
+4,124
+4% +$79.8K 0.18% 135
2023
Q3 		$1.67M Buy
91,924
+4,584
+5% +$86.3K 0.18% 146
2023
Q2 		$1.64M Sell
87,340
-43,488
-33% -$746K 0.17% 144
2023
Q1 		$265K Buy
130,828
+7,692
+6% +$117K 0.01% 369
2022
Q4 		$1.71M Buy
123,136
+28,016
+29% +$403K 0.08% 204
2022
Q3 		$1.33M Sell
95,120
-10,368
-10% -$162K 0.08% 201
2022
Q2 		$1.55M Sell
105,488
-4,728
-4% -$75.6K 0.14% 160
2022
Q1 		$2.06M Buy
110,216
+11,904
+12% +$217K 0.12% 187
2021
Q4 		$2.01M Buy
+98,312
New +$1.97M 0.17% 137
2021
Q1 		$12.5M Buy
768,936
+589,048
+327% +$9.58M 1% 21
2020
Q4 		$2.89M Buy
+179,888
New +$2.73M 0.27% 93

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

Money Concepts Capital's SCHG Position: Q1 2026 in Review

Money Concepts Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q1 2026, buying an estimated $1.36M and bringing the position to 171,621 shares worth $5M. The position accounts for 0.28% of the portfolio, ranked #81.

Money Concepts Capital first reported a position in SCHG in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.5M in Q1 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Money Concepts Capital held 171,621 shares of Schwab US Large-Cap Growth ETF worth $5M as of Q1 2026.
  • Money Concepts Capital bought 43,738 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.36M.
  • Schwab US Large-Cap Growth ETF made up 0.28% of Money Concepts Capital's portfolio in Q1 2026, its #81 holding.
  • Money Concepts Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Schwab US Large-Cap Growth ETF position peaked at $12.5M in Q1 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.