OMC Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

OMC Financial Services’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	$841K	Buy	28,859 +588	+2%	+$18.3K	0.33%	43
2025 Q4	$922K	Sell	28,271 -473	-2%	-$15.4K	0.34%	41
2025 Q3	$917K	Sell	28,744 -44	-0.2%	-$1.34K	0.34%	41
2025 Q2	$841K	Sell	28,788 -68	-0.2%	-$1.8K	0.34%	42
2025 Q1	$723K	Sell	28,856 -339	-1%	-$9.29K	0.32%	42
2024 Q4	$814K	Buy	29,195 +463	+2%	+$12.7K	0.35%	39
2024 Q3	$724K	Sell	28,732 -120	-0.4%	-$3.02K	0.34%	41
2024 Q2	$727K	Buy	28,852 +7,212	+33%	+$170K	0.34%	41
2024 Q1	$502K	Buy	+21,640	New	+$479K	0.26%	46

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

OMC Financial Services's SCHG Position: Q1 2026 in Review

OMC Financial Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q1 2026, buying an estimated $18.3K and bringing the position to 28,859 shares worth $841K. The position accounts for 0.33% of the portfolio, ranked #43.

OMC Financial Services first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $922K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

OMC Financial Services held 28,859 shares of Schwab US Large-Cap Growth ETF worth $841K as of Q1 2026.
OMC Financial Services bought 588 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $18.3K.
Schwab US Large-Cap Growth ETF made up 0.33% of OMC Financial Services's portfolio in Q1 2026, its #43 holding.
OMC Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
OMC Financial Services's Schwab US Large-Cap Growth ETF position peaked at $922K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.