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

Patten & Patten’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 		$427K Buy
14,652
+881
+6% +$27.4K 0.03% 257
2025
Q4 		$449K Sell
13,771
-2,359
-15% -$76.7K 0.03% 248
2025
Q3 		$515K Sell
16,130
-4,080
-20% -$124K 0.03% 241
2025
Q2 		$590K Buy
20,210
+812
+4% +$21.5K 0.04% 214
2025
Q1 		$486K Buy
19,398
+6,826
+54% +$187K 0.03% 227
2024
Q4 		$350K Buy
+12,572
New +$344K 0.02% 250

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

Patten & Patten's SCHG Position: Q1 2026 in Review

Patten & Patten increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.4% in Q1 2026, buying an estimated $27.4K and bringing the position to 14,652 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #257.

Patten & Patten first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Patten & Patten held 14,652 shares of Schwab US Large-Cap Growth ETF worth $427K as of Q1 2026.
  • Patten & Patten bought 881 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $27.4K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Patten & Patten's portfolio in Q1 2026, its #257 holding.
  • Patten & Patten first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Patten & Patten's Schwab US Large-Cap Growth ETF position peaked at $590K in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.