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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
2023
Q1 		– Sell
-12,672
Closed -$176K – 447
2022
Q4 		$176K Hold
12,672
– – 0.15% 99
2022
Q3 		$176K Hold
12,672
– – 0.16% 95
2022
Q2 		$183K Buy
+12,672
New +$203K 0.16% 98
2022
Q1 		– Sell
-12,672
Closed -$259K – 464
2021
Q4 		$259K Buy
+12,672
New +$253K 0.21% 82

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

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.