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

Morris Financial Concepts’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 		$235K Hold
8,076
– – 0.08% 124
2025
Q4 		$263K Hold
8,076
– – 0.09% 116
2025
Q3 		$258K Hold
8,076
– – 0.09% 117
2025
Q2 		$236K Hold
8,076
– – 0.09% 120
2025
Q1 		$202K Hold
8,076
– – 0.08% 130
2024
Q4 		$225K Sell
8,076
-1,472
-15% -$40.3K 0.1% 116
2024
Q3 		$249K Buy
+9,548
New +$240K 0.11% 106

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

Morris Financial Concepts's SCHG Position: Q1 2026 in Review

Morris Financial Concepts held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 8,076 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #124.

Morris Financial Concepts first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $263K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Morris Financial Concepts held 8,076 shares of Schwab US Large-Cap Growth ETF worth $235K as of Q1 2026.
  • Morris Financial Concepts left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Morris Financial Concepts's portfolio in Q1 2026, its #124 holding.
  • Morris Financial Concepts first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Morris Financial Concepts's Schwab US Large-Cap Growth ETF position peaked at $263K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.