MSH Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MSH Capital 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	$9.26M	Buy	317,714 +2,039	+0.6%	+$63.4K	1.96%	5
2025 Q4	$10.3M	Buy	315,675 +8,595	+3%	+$280K	2.2%	4
2025 Q3	$9.8M	Buy	307,080 +15,357	+5%	+$468K	2.63%	3
2025 Q2	$8.52M	Buy	291,723 +26,452	+10%	+$699K	2.46%	3
2025 Q1	$6.64M	Buy	265,271 +34,903	+15%	+$956K	2.05%	8
2024 Q4	$6.42M	Buy	230,368 +13,772	+6%	+$377K	2.02%	8
2024 Q3	$5.64M	Buy	216,596 +17,636	+9%	+$444K	1.73%	11
2024 Q2	$5.02M	Buy	198,960 +23,652	+13%	+$558K	1.68%	12
2024 Q1	$4.06M	Buy	175,308 +33,468	+24%	+$740K	1.43%	17
2023 Q4	$2.94M	Buy	141,840 +24,272	+21%	+$469K	1.1%	21
2023 Q3	$2.14M	Buy	117,568 +13,412	+13%	+$252K	0.84%	34
2023 Q2	$1.95M	Buy	104,156 +3,116	+3%	+$53.4K	0.72%	47
2023 Q1	$1.65M	Buy	101,040 +4,184	+4%	+$63.5K	0.7%	46
2022 Q4	$1.35M	Buy	96,856 +6,640	+7%	+$95.5K	0.61%	59
2022 Q3	$1.26M	Buy	90,216 +14,104	+19%	+$221K	0.62%	58
2022 Q2	$1.1M	Buy	76,112 +16,432	+28%	+$263K	0.51%	69
2022 Q1	$1.12M	Buy	59,680 +9,680	+19%	+$177K	0.46%	73
2021 Q4	$1.02M	Buy	+50,000	New	+$999K	0.46%	71

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

MSH Capital Advisors's SCHG Position: Q1 2026 in Review

MSH Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.65% in Q1 2026, buying an estimated $63.4K and bringing the position to 317,714 shares worth $9.26M. The position accounts for 1.96% of the portfolio, ranked #5.

MSH Capital Advisors first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.3M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

MSH Capital Advisors held 317,714 shares of Schwab US Large-Cap Growth ETF worth $9.26M as of Q1 2026.
MSH Capital Advisors bought 2,039 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $63.4K.
Schwab US Large-Cap Growth ETF made up 1.96% of MSH Capital Advisors's portfolio in Q1 2026, its #5 holding.
MSH Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $10.3M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.