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Patton Albertson Miller Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Patton Albertson Miller Group’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 		– Sell
-6,508
Closed -$212K – 218
2025
Q4 		$212K Sell
6,508
-572
-8% -$18.6K 0.03% 209
2025
Q3 		$226K Buy
7,080
+66
+0.9% +$2.01K 0.03% 199
2025
Q2 		$205K Buy
+7,014
New +$185K 0.03% 211
2023
Q3 		– Sell
-12,116
Closed -$227K – 210
2023
Q2 		$227K Sell
12,116
-1,800
-13% -$30.9K 0.04% 196
2023
Q1 		$227K Sell
13,916
-1,700
-11% -$25.8K 0.04% 199
2022
Q4 		$217K Sell
15,616
-2,096
-12% -$30.1K 0.04% 206
2022
Q3 		$247K Sell
17,712
-7,020
-28% -$110K 0.05% 194
2022
Q2 		$359K Sell
24,732
-24,960
-50% -$399K 0.07% 176
2022
Q1 		$929K Sell
49,692
-6,884
-12% -$126K 0.16% 132
2021
Q4 		$1.16M Sell
56,576
-440
-0.8% -$8.79K 0.19% 126
2021
Q3 		$1.05M Sell
57,016
-88
-0.2% -$1.68K 0.2% 124
2021
Q2 		$1.04M Sell
57,104
-4,760
-8% -$82.4K 0.24% 101
2021
Q1 		$1M Sell
61,864
-4,760
-7% -$77.5K 0.24% 106
2020
Q4 		$1.13M Sell
66,624
-14,504
-18% -$220K 0.27% 95
2020
Q3 		$1.17M Sell
81,128
-3,512
-4% -$49K 0.33% 87
2020
Q2 		$1.07M Sell
84,640
-160
-0.2% -$1.87K 0.31% 95
2020
Q1 		$844K Buy
84,800
+240
+0.3% +$2.74K 0.29% 102
2019
Q4 		$982K Sell
84,560
-1,376
-2% -$15.2K 0.26% 111
2019
Q3 		$902K Buy
85,936
+8,224
+11% +$86.7K 0.26% 116
2019
Q2 		$809K Buy
+77,712
New +$790K 0.23% 121

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

Patton Albertson Miller Group's SCHG Position: Q1 2026 in Review

Patton Albertson Miller Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,508 shares — an estimated $212K sold.

Patton Albertson Miller Group first reported a position in SCHG in Q2 2019 and held it in 20 quarters. The position peaked at $1.17M in Q3 2020. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Patton Albertson Miller Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Patton Albertson Miller Group sold 6,508 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $212K.
  • Patton Albertson Miller Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and held it in 20 quarters.
  • Patton Albertson Miller Group's Schwab US Large-Cap Growth ETF position peaked at $1.17M in Q3 2020.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Patton Albertson Miller Group's 13F filing for Q1 2026, filed 21 Apr 2026.