Patrick M. Sweeney & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Patrick M. Sweeney & Associates’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	$404K	Buy	13,863 +250	+2%	+$7.77K	0.26%	96
2025 Q4	$444K	Buy	13,613 +80	+0.6%	+$2.6K	0.28%	84
2025 Q3	$432K	Buy	13,533 +465	+4%	+$14.2K	0.28%	84
2025 Q2	$384K	Sell	13,068 -455	-3%	-$12K	0.26%	91
2025 Q1	$339K	Buy	13,523 +846	+7%	+$23.2K	0.25%	97
2024 Q4	$353K	Buy	12,677 +125	+1%	+$3.42K	0.26%	97
2024 Q3	$327K	Buy	12,552 +1,552	+14%	+$39.1K	0.24%	106
2024 Q2	$267K	Buy	11,000 +520	+5%	+$12.3K	0.22%	114
2024 Q1	$243K	Hold	10,480	–	–	0.2%	118
2023 Q4	$217K	Buy	+10,480	New	+$203K	0.2%	116

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

Patrick M. Sweeney & Associates's SCHG Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q1 2026, buying an estimated $7.77K and bringing the position to 13,863 shares worth $404K. The position accounts for 0.26% of the portfolio, ranked #96.

Patrick M. Sweeney & Associates first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $444K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Patrick M. Sweeney & Associates held 13,863 shares of Schwab US Large-Cap Growth ETF worth $404K as of Q1 2026.
Patrick M. Sweeney & Associates bought 250 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $7.77K.
Schwab US Large-Cap Growth ETF made up 0.26% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #96 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Schwab US Large-Cap Growth ETF position peaked at $444K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.