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Mount Yale Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mount Yale 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 		$1.1M Buy
37,799
+30,570
+423% +$950K 0.03% 492
2025
Q4 		$236K Buy
7,229
+12
+0.2% +$390 0.01% 656
2025
Q3 		$230K Sell
7,217
-2,196
-23% -$66.9K 0.02% 596
2025
Q2 		$275K Buy
9,413
+1
+0% +$26 0.02% 480
2025
Q1 		$236K Buy
9,412
+1
+0% +$27 0.02% 486
2024
Q4 		$262K Buy
9,411
+803
+9% +$22K 0.02% 477
2024
Q3 		$224K Buy
+8,608
New +$217K 0.02% 504

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

Mount Yale Investment Advisors's SCHG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 423% in Q1 2026, buying an estimated $950K and bringing the position to 37,799 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #492.

Mount Yale Investment Advisors first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Mount Yale Investment Advisors held 37,799 shares of Schwab US Large-Cap Growth ETF worth $1.1M as of Q1 2026.
  • Mount Yale Investment Advisors bought 30,570 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $950K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #492 holding.
  • Mount Yale Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.