MAM
SCHG icon

Morse Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Morse Asset Management’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 		$13.6K Sell
467
-8
-2% -$249 ﹤0.01% 280
2025
Q4 		$15.5K Sell
475
-5
-1% -$163 ﹤0.01% 263
2025
Q3 		$15.3K Hold
480
– – ﹤0.01% 245
2025
Q2 		$14K Sell
480
-72
-13% -$1.9K ﹤0.01% 243
2025
Q1 		$13.8K Hold
552
– – ﹤0.01% 235
2024
Q4 		$15.4K Sell
552
-8
-1% -$219 ﹤0.01% 239
2024
Q3 		$14.6K Buy
+560
New +$14.1K ﹤0.01% 251

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

Morse Asset Management's SCHG Position: Q1 2026 in Review

Morse Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q1 2026, selling an estimated $249 and leaving 467 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Morse Asset Management first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.5K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Morse Asset Management held 467 shares of Schwab US Large-Cap Growth ETF worth $13.6K as of Q1 2026.
  • Morse Asset Management sold 8 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $249.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #280 holding.
  • Morse Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Morse Asset Management's Schwab US Large-Cap Growth ETF position peaked at $15.5K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.