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Nations Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nations Financial Group’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 		$233K Buy
7,999
+664
+9% +$20.6K 0.01% 697
2025
Q4 		$239K Buy
+7,335
New +$239K 0.01% 670
2024
Q3 		– Sell
-9,032
Closed -$228K – 692
2024
Q2 		$228K Hold
9,032
– – 0.02% 588
2024
Q1 		$209K Buy
+9,032
New +$200K 0.02% 592

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

Nations Financial Group's SCHG Position: Q1 2026 in Review

Nations Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.1% in Q1 2026, buying an estimated $20.6K and bringing the position to 7,999 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #697.

Nations Financial Group first reported a position in SCHG in Q1 2024 and has held it in 4 quarters since. The position peaked at $239K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Nations Financial Group held 7,999 shares of Schwab US Large-Cap Growth ETF worth $233K as of Q1 2026.
  • Nations Financial Group bought 664 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $20.6K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #697 holding.
  • Nations Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Nations Financial Group's Schwab US Large-Cap Growth ETF position peaked at $239K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.