&Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

&Partners’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	$8.99M	Buy	308,490 +11,309	+4%	+$352K	0.04%	361
2025 Q4	$9.71M	Buy	297,181 +19,259	+7%	+$626K	0.05%	319
2025 Q3	$8.87M	Buy	277,922 +34,236	+14%	+$1.04M	0.06%	290
2025 Q2	$7.21M	Buy	243,686 +79,477	+48%	+$2.1M	0.06%	294
2025 Q1	$4.11M	Buy	164,209 +18,715	+13%	+$513K	0.04%	336
2024 Q4	$4.12M	Buy	145,494 +18,222	+14%	+$498K	0.05%	310
2024 Q3	$3.35M	Buy	127,272 +86,276	+210%	+$2.17M	0.06%	267
2024 Q2	$1.06M	Buy	40,996 +19,832	+94%	+$468K	0.05%	334
2024 Q1	$491K	Buy	+21,164	New	+$468K	0.07%	272

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

&Partners's SCHG Position: Q1 2026 in Review

&Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.8% in Q1 2026, buying an estimated $352K and bringing the position to 308,490 shares worth $8.99M. The position accounts for 0.04% of the portfolio, ranked #361.

&Partners first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.71M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

&Partners held 308,490 shares of Schwab US Large-Cap Growth ETF worth $8.99M as of Q1 2026.
&Partners bought 11,309 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $352K.
Schwab US Large-Cap Growth ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #361 holding.
&Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's Schwab US Large-Cap Growth ETF position peaked at $9.71M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.