Pathway Financial Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pathway Financial Advisers’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	$260K	Buy	8,928 +1,810	+25%	+$56.3K	0.07%	149
2025 Q4	$232K	Buy	7,118 +272	+4%	+$8.85K	0.07%	153
2025 Q3	$218K	Buy	+6,846	New	+$209K	0.06%	153
2025 Q1	–	Sell	-5,460	Closed	-$152K	–	356
2024 Q4	$152K	Buy	+5,460	New	+$149K	0.05%	167
2024 Q3	–	Sell	-5,304	Closed	-$133K	–	439
2024 Q2	$133K	Buy	5,304 +1,548	+41%	+$36.5K	0.05%	172
2024 Q1	$87.1K	Buy	+3,756	New	+$83.1K	0.03%	193

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

Pathway Financial Advisers's SCHG Position: Q1 2026 in Review

Pathway Financial Advisers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 25% in Q1 2026, buying an estimated $56.3K and bringing the position to 8,928 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #149.

Pathway Financial Advisers first reported a position in SCHG in Q1 2024 and has held it in 6 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Pathway Financial Advisers held 8,928 shares of Schwab US Large-Cap Growth ETF worth $260K as of Q1 2026.
Pathway Financial Advisers bought 1,810 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $56.3K.
Schwab US Large-Cap Growth ETF made up 0.07% of Pathway Financial Advisers's portfolio in Q1 2026, its #149 holding.
Pathway Financial Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.