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SCHG icon

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

NewEdge 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 		$18.7M Sell
641,883
-30,969
-5% -$963K 0.07% 277
2025
Q4 		$21.9M Sell
672,852
-96,273
-13% -$3.13M 0.08% 225
2025
Q3 		$24.5M Buy
769,125
+123,163
+19% +$3.75M 0.11% 178
2025
Q2 		$18.9M Buy
645,962
+176,214
+38% +$4.66M 0.1% 218
2025
Q1 		$11.8M Sell
469,748
-32,007
-6% -$877K 0.07% 286
2024
Q4 		$14M Buy
501,755
+95,427
+23% +$2.61M 0.08% 238
2024
Q3 		$10.6M Buy
406,328
+50,100
+14% +$1.26M 0.07% 281
2024
Q2 		$8.98M Buy
356,228
+102,680
+40% +$2.42M 0.07% 296
2024
Q1 		$5.88M Buy
253,548
+48,848
+24% +$1.08M 0.05% 349
2023
Q4 		$4.28M Buy
204,700
+33,536
+20% +$649K 0.04% 400
2023
Q3 		$3.11M Buy
171,164
+45,108
+36% +$849K 0.03% 450
2023
Q2 		$2.36M Buy
126,056
+52,292
+71% +$897K 0.03% 537
2023
Q1 		$1.2M Sell
73,764
-4,324
-6% -$65.6K 0.02% 720
2022
Q4 		$1.06M Buy
78,088
+58,368
+296% +$839K 0.03% 493
2022
Q3 		$275K Sell
19,720
-6,120
-24% -$95.9K ﹤0.01% 1250
2022
Q2 		$374K Sell
25,840
-18,040
-41% -$288K 0.01% 1110
2022
Q1 		$820K Sell
43,880
-16,816
-28% -$307K 0.01% 699
2021
Q4 		$1.24M Sell
60,696
-11,496
-16% -$230K 0.02% 624
2021
Q3 		$1.34M Buy
+72,192
New +$1.38M 0.03% 435

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

NewEdge Advisors's SCHG Position: Q1 2026 in Review

NewEdge Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.6% in Q1 2026, selling an estimated $963K and leaving 641,883 shares worth $18.7M. The position accounts for 0.07% of the portfolio, ranked #277.

NewEdge Advisors first reported a position in SCHG in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.5M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • NewEdge Advisors held 641,883 shares of Schwab US Large-Cap Growth ETF worth $18.7M as of Q1 2026.
  • NewEdge Advisors sold 30,969 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $963K.
  • Schwab US Large-Cap Growth ETF made up 0.07% of NewEdge Advisors's portfolio in Q1 2026, its #277 holding.
  • NewEdge Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Schwab US Large-Cap Growth ETF position peaked at $24.5M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.