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MTM Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MTM Investment 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 		$55.2K Hold
1,895
– – 0.02% 315
2025
Q4 		$61.8K Hold
1,895
– – 0.02% 308
2025
Q3 		$60.5K Hold
1,895
– – 0.02% 318
2025
Q2 		$55.4K Buy
1,895
+100
+6% +$2.64K 0.02% 324
2025
Q1 		$45.3K Buy
+1,795
New +$49.2K 0.02% 227
2024
Q2 		– Sell
-1,372
Closed -$31.8K – 279
2024
Q1 		$31.8K Buy
+1,372
New +$30.3K 0.01% 235

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

MTM Investment Management's SCHG Position: Q1 2026 in Review

MTM Investment Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 1,895 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #315.

MTM Investment Management first reported a position in SCHG in Q1 2024 and has held it in 6 quarters since. The position peaked at $61.8K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • MTM Investment Management held 1,895 shares of Schwab US Large-Cap Growth ETF worth $55.2K as of Q1 2026.
  • MTM Investment Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of MTM Investment Management's portfolio in Q1 2026, its #315 holding.
  • MTM Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • MTM Investment Management's Schwab US Large-Cap Growth ETF position peaked at $61.8K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.