Owen LaRue’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Owen LaRue’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	$610K	Buy	20,928 +8	+0%	+$249	0.23%	80
2025 Q4	$682K	Buy	20,920 +7	+0%	+$228	0.26%	72
2025 Q3	$667K	Buy	20,913 +8	+0%	+$244	0.26%	72
2025 Q2	$611K	Buy	20,905 +744	+4%	+$19.7K	0.26%	71
2025 Q1	$505K	Buy	20,161 +1,344	+7%	+$36.8K	0.25%	67
2024 Q4	$524K	Sell	18,817 -1,303	-6%	-$35.6K	0.27%	60
2024 Q3	$524K	Sell	20,120 -3,452	-15%	-$86.9K	0.28%	63
2024 Q2	$594K	Sell	23,572 -1,604	-6%	-$37.8K	0.37%	51
2024 Q1	$584K	Sell	25,176 -5,012	-17%	-$111K	0.37%	47
2023 Q4	$626K	Sell	30,188 -3,360	-10%	-$65K	0.6%	41
2023 Q3	$610K	Sell	33,548 -608	-2%	-$11.4K	0.67%	38
2023 Q2	$640K	Sell	34,156 -12,288	-26%	-$211K	0.67%	37
2023 Q1	$641K	Hold	46,444	–	–	0.69%	34
2022 Q4	$641K	Buy	+46,444	New	+$668K	0.69%	34

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

Owen LaRue's SCHG Position: Q1 2026 in Review

Owen LaRue increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.04% in Q1 2026, buying an estimated $249 and bringing the position to 20,928 shares worth $610K. The position accounts for 0.23% of the portfolio, ranked #80.

Owen LaRue first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $682K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Owen LaRue held 20,928 shares of Schwab US Large-Cap Growth ETF worth $610K as of Q1 2026.
Owen LaRue bought 8 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $249.
Schwab US Large-Cap Growth ETF made up 0.23% of Owen LaRue's portfolio in Q1 2026, its #80 holding.
Owen LaRue first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Owen LaRue's Schwab US Large-Cap Growth ETF position peaked at $682K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Owen LaRue's 13F filing for Q1 2026, filed 30 Apr 2026.