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

Operose 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 		$255K Sell
8,759
-427
-5% -$13.3K 0.06% 128
2025
Q4 		$300K Buy
9,186
+458
+5% +$14.9K 0.07% 116
2025
Q3 		$278K Buy
8,728
+3
+0% +$91 0.07% 114
2025
Q2 		$255K Buy
8,725
+3
+0% +$79 0.07% 111
2025
Q1 		$218K Buy
8,722
+3
+0% +$82 0.07% 113
2024
Q4 		$243K Buy
8,719
+3
+0% +$82 0.08% 109
2024
Q3 		$227K Buy
8,716
+4
+0% +$101 0.07% 129
2024
Q2 		$220K Hold
8,712
– – 0.08% 126
2024
Q1 		$202K Buy
8,712
+2,712
+45% +$60K 0.07% 150
2023
Q4 		$124K Hold
6,000
– – 0.05% 143
2023
Q3 		$109K Buy
+6,000
New +$113K 0.04% 199

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

Operose Advisors's SCHG Position: Q1 2026 in Review

Operose Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.6% in Q1 2026, selling an estimated $13.3K and leaving 8,759 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #128.

Operose Advisors first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $300K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Operose Advisors held 8,759 shares of Schwab US Large-Cap Growth ETF worth $255K as of Q1 2026.
  • Operose Advisors sold 427 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $13.3K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Operose Advisors's portfolio in Q1 2026, its #128 holding.
  • Operose Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Operose Advisors's Schwab US Large-Cap Growth ETF position peaked at $300K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.