PA
SCHG icon

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

Parallel 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 		$3.12M Buy
107,137
+11,956
+13% +$372K 0.06% 229
2025
Q4 		$3.1M Buy
95,181
+75,520
+384% +$2.46M 0.06% 220
2025
Q3 		$627K Buy
19,661
+403
+2% +$12.3K 0.01% 582
2025
Q2 		$563K Sell
19,258
-12,366
-39% -$327K 0.01% 590
2025
Q1 		$792K Sell
31,624
-1,802
-5% -$49.4K 0.02% 454
2024
Q4 		$932K Buy
33,426
+4,474
+15% +$122K 0.02% 420
2024
Q3 		$754K Buy
28,952
+516
+2% +$13K 0.02% 449
2024
Q2 		$717K Sell
28,436
-580
-2% -$13.7K 0.02% 437
2024
Q1 		$673K Buy
29,016
+248
+0.9% +$5.49K 0.02% 440
2023
Q4 		$597K Sell
28,768
-7,252
-20% -$140K 0.02% 438
2023
Q3 		$655K Buy
36,020
+8,324
+30% +$157K 0.02% 392
2023
Q2 		$519K Buy
27,696
+5,216
+23% +$89.4K 0.02% 455
2023
Q1 		$366K Buy
22,480
+3,264
+17% +$49.5K 0.01% 541
2022
Q4 		$267K Sell
19,216
-4
-0% -$58 0.01% 597
2022
Q3 		$268K Hold
19,220
– – 0.01% 576
2022
Q2 		$279K Buy
19,220
+4,484
+30% +$71.7K 0.01% 556
2022
Q1 		$280K Hold
14,736
– – 0.01% 599
2021
Q4 		$302K Hold
14,736
– – 0.01% 600
2021
Q3 		$273K Buy
14,736
+8
+0.1% +$152 0.01% 602
2021
Q2 		$269K Sell
14,728
-8
-0.1% -$138 0.01% 573
2021
Q1 		$239K Hold
14,736
– – 0.01% 577
2020
Q4 		$236K Buy
14,736
+8
+0.1% +$121 0.01% 546
2020
Q3 		$212K Hold
14,728
– – 0.01% 541
2020
Q2 		$186K Sell
14,728
-1,512
-9% -$17.6K 0.01% 562
2020
Q1 		$161K Sell
16,240
-10,992
-40% -$125K 0.01% 521
2019
Q4 		$316K Buy
27,232
+10,408
+62% +$115K 0.02% 391
2019
Q3 		$177K Buy
16,824
+1,456
+9% +$15.3K 0.02% 519
2019
Q2 		$160K Buy
15,368
+2,032
+15% +$20.7K 0.02% 509
2019
Q1 		$132K Buy
13,336
+1,512
+13% +$14.3K 0.01% 518
2018
Q4 		$101K Buy
11,824
+5,200
+79% +$48.4K 0.01% 535
2018
Q3 		$68K Buy
+6,624
New +$66K 0.01% 708

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

Parallel Advisors's SCHG Position: Q1 2026 in Review

Parallel Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q1 2026, buying an estimated $372K and bringing the position to 107,137 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #229.

Parallel Advisors first reported a position in SCHG in Q3 2018 and has held it in 31 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Parallel Advisors held 107,137 shares of Schwab US Large-Cap Growth ETF worth $3.12M as of Q1 2026.
  • Parallel Advisors bought 11,956 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $372K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Parallel Advisors's portfolio in Q1 2026, its #229 holding.
  • Parallel Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.