Mutual Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21M | Buy |
721,158
+6,464
| +0.9% | +$201K | 0.45% | 34 |
|
|
2025
Q4 | $23.3M | Sell |
714,694
-16,508
| -2% | -$537K | 0.5% | 30 |
|
|
2025
Q3 | $23.6M | Sell |
731,202
-6,301
| -0.9% | -$192K | 0.52% | 28 |
|
|
2025
Q2 | $22.3M | Buy |
737,503
+11,829
| +2% | +$313K | 0.56% | 27 |
|
|
2025
Q1 | $18.3M | Buy |
725,674
+79,446
| +12% | +$2.18M | 0.53% | 27 |
|
|
2024
Q4 | $18M | Sell |
646,228
-1,911,936
| -75% | -$52.3M | 0.52% | 24 |
|
|
2024
Q3 | $16.9M | Buy |
2,558,164
+1,935,908
| +311% | +$48.7M | 0.49% | 25 |
|
|
2024
Q2 | $15.3M | Buy |
622,256
+36,924
| +6% | +$871K | 0.46% | 27 |
|
|
2024
Q1 | $13.6M | Sell |
585,332
-39,384
| -6% | -$871K | 0.44% | 34 |
|
|
2023
Q4 | $13M | Buy |
624,716
+21,516
| +4% | +$416K | 0.45% | 33 |
|
|
2023
Q3 | $11M | Sell |
603,200
-2,940
| -0.5% | -$55.3K | 0.43% | 36 |
|
|
2023
Q2 | $11.4M | Sell |
606,140
-40,472
| -6% | -$694K | 0.43% | 35 |
|
|
2023
Q1 | $10.5M | Sell |
646,612
-5,808
| -0.9% | -$88.2K | 0.43% | 31 |
|
|
2022
Q4 | $9.06M | Buy |
652,420
+35,264
| +6% | +$507K | 0.41% | 41 |
|
|
2022
Q3 | $8.61M | Buy |
617,156
+18,300
| +3% | +$287K | 0.44% | 36 |
|
|
2022
Q2 | $8.68M | Buy |
598,856
+3,156
| +0.5% | +$50.5K | 0.57% | 24 |
|
|
2022
Q1 | $11.1M | Sell |
595,700
-12,948
| -2% | -$236K | 0.62% | 22 |
|
|
2021
Q4 | $12.5M | Sell |
608,648
-11,624
| -2% | -$232K | 0.66% | 21 |
|
|
2021
Q3 | $11.5M | Buy |
620,272
+15,040
| +2% | +$287K | 0.68% | 18 |
|
|
2021
Q2 | $11M | Buy |
605,232
+96,872
| +19% | +$1.68M | 0.65% | 21 |
|
|
2021
Q1 | $8.25M | Buy |
508,360
+169,280
| +50% | +$2.75M | 0.56% | 29 |
|
|
2020
Q4 | $5.44M | Buy |
339,080
+24,600
| +8% | +$373K | 0.4% | 49 |
|
|
2020
Q3 | $4.53M | Buy |
314,480
+4,704
| +2% | +$65.6K | 0.39% | 55 |
|
|
2020
Q2 | $3.93M | Sell |
309,776
-7,016
| -2% | -$81.8K | 0.39% | 58 |
|
|
2020
Q1 | $3.15M | Buy |
316,792
+34,216
| +12% | +$390K | 0.43% | 47 |
|
|
2019
Q4 | $3.28M | Buy |
282,576
+122,160
| +76% | +$1.35M | 0.35% | 59 |
|
|
2019
Q3 | $1.69M | Buy |
160,416
+24,384
| +18% | +$257K | 0.22% | 110 |
|
|
2019
Q2 | $1.42M | Buy |
136,032
+33,744
| +33% | +$343K | 0.18% | 133 |
|
|
2019
Q1 | $1.02M | Sell |
102,288
-456
| -0.4% | -$4.31K | 0.15% | 167 |
|
|
2018
Q4 | $885K | Sell |
102,744
-20,736
| -17% | -$193K | 0.17% | 149 |
|
|
2018
Q3 | $1.27M | Sell |
123,480
-2,992
| -2% | -$29.8K | 0.19% | 133 |
|
|
2018
Q2 | $1.2M | Sell |
126,472
-29,776
| -19% | -$277K | 0.27% | 114 |
|
|
2018
Q1 | $1.4M | Sell |
156,248
-2,488
| -2% | -$22.9K | 0.36% | 79 |
|
|
2017
Q4 | $1.4M | Buy |
+158,736
| New | +$1.36M | 0.53% | 52 |
|
Other funds holding SCHG
MG
VIA
Mutual Advisors's SCHG Position: Q1 2026 in Review
Mutual Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.9% in Q1 2026, buying an estimated $201K and bringing the position to 721,158 shares worth $21M. The position accounts for 0.45% of the portfolio, ranked #34.
Mutual Advisors first reported a position in SCHG in Q4 2017 and has held it in 34 quarters since. The position peaked at $23.6M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.
- Mutual Advisors held 721,158 shares of Schwab US Large-Cap Growth ETF worth $21M as of Q1 2026.
- Mutual Advisors bought 6,464 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $201K.
- Schwab US Large-Cap Growth ETF made up 0.45% of Mutual Advisors's portfolio in Q1 2026, its #34 holding.
- Mutual Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Schwab US Large-Cap Growth ETF position peaked at $23.6M in Q3 2025.
- 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.