Paladin Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Paladin Advisory 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	$338K	Hold	11,613	–	–	0.26%	56
2025 Q4	$379K	Sell	11,613 -387	-3%	-$12.6K	0.28%	57
2025 Q3	$383K	Hold	12,000	–	–	0.3%	51
2025 Q2	$351K	Buy	12,000 +124	+1%	+$3.28K	0.27%	61
2025 Q1	$297K	Hold	11,876	–	–	0.24%	67
2024 Q4	$331K	Hold	11,876	–	–	0.25%	66
2024 Q3	$309K	Hold	11,876	–	–	0.23%	68
2024 Q2	$302K	Sell	11,876 -300	-2%	-$7.08K	0.24%	70
2024 Q1	$282K	Hold	12,176	–	–	0.22%	72
2023 Q4	$253K	Sell	12,176 -500	-4%	-$9.67K	0.21%	75
2023 Q3	$230K	Hold	12,676	–	–	0.19%	84
2023 Q2	$238K	Hold	12,676	–	–	0.19%	84
2023 Q1	$207K	Buy	+12,676	New	+$192K	0.17%	94
2022 Q2	–	Sell	-12,672	Closed	-$203K	–	467
2022 Q1	$237K	Buy	+12,672	New	+$231K	0.19%	86

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

Paladin Advisory Group's SCHG Position: Q1 2026 in Review

Paladin Advisory Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 11,613 shares worth $338K. The position accounts for 0.26% of the portfolio, ranked #56.

Paladin Advisory Group first reported a position in SCHG in Q1 2022 and has held it in 14 quarters since. The position peaked at $383K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Paladin Advisory Group held 11,613 shares of Schwab US Large-Cap Growth ETF worth $338K as of Q1 2026.
Paladin Advisory Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.26% of Paladin Advisory Group's portfolio in Q1 2026, its #56 holding.
Paladin Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $383K in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.