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

Nabity-Jensen 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 		$4.7M Buy
161,371
+1,290
+0.8% +$40.1K 3.26% 7
2025
Q4 		$5.22M Sell
160,081
-925
-0.6% -$30.1K 3.54% 7
2025
Q3 		$5.14M Sell
161,006
-752
-0.5% -$22.9K 3.56% 7
2025
Q2 		$4.72M Sell
161,758
-436
-0.3% -$11.5K 3.49% 7
2025
Q1 		$4.06M Sell
162,194
-195
-0.1% -$5.34K 3.23% 8
2024
Q4 		$4.53M Sell
162,389
-507
-0.3% -$13.9K 3.42% 7
2024
Q3 		$4.24M Buy
162,896
+772
+0.5% +$19.4K 3.25% 8
2024
Q2 		$4.09M Buy
162,124
+600
+0.4% +$14.2K 3.34% 9
2024
Q1 		$3.74M Sell
161,524
-68
-0% -$1.5K 3.08% 8
2023
Q4 		$3.35M Buy
+161,592
New +$3.13M 3.02% 9

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

Nabity-Jensen Investment Management's SCHG Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.81% in Q1 2026, buying an estimated $40.1K and bringing the position to 161,371 shares worth $4.7M. The position accounts for 3.26% of the portfolio, ranked #7.

Nabity-Jensen Investment Management first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.22M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Nabity-Jensen Investment Management held 161,371 shares of Schwab US Large-Cap Growth ETF worth $4.7M as of Q1 2026.
  • Nabity-Jensen Investment Management bought 1,290 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $40.1K.
  • Schwab US Large-Cap Growth ETF made up 3.26% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #7 holding.
  • Nabity-Jensen Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Nabity-Jensen Investment Management's Schwab US Large-Cap Growth ETF position peaked at $5.22M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.