Montis Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Montis Financial’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	$1.98M	Sell	67,900 -2,949	-4%	-$91.7K	0.41%	41
2025 Q4	$2.31M	Sell	70,849 -2,603	-4%	-$84.7K	0.46%	36
2025 Q3	$2.34M	Sell	73,452 -816	-1%	-$24.9K	0.54%	38
2025 Q2	$2.17M	Sell	74,268 -1,359	-2%	-$35.9K	0.6%	30
2025 Q1	$1.89M	Sell	75,627 -8,094	-10%	-$222K	0.56%	32
2024 Q4	$2.33M	Buy	+83,721	New	+$2.29M	0.72%	26

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Montis Financial's SCHG Position: Q1 2026 in Review

Montis Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q1 2026, selling an estimated $91.7K and leaving 67,900 shares worth $1.98M. The position accounts for 0.41% of the portfolio, ranked #41.

Montis Financial first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.34M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Montis Financial held 67,900 shares of Schwab US Large-Cap Growth ETF worth $1.98M as of Q1 2026.
Montis Financial sold 2,949 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $91.7K.
Schwab US Large-Cap Growth ETF made up 0.41% of Montis Financial's portfolio in Q1 2026, its #41 holding.
Montis Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Montis Financial's Schwab US Large-Cap Growth ETF position peaked at $2.34M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.