Persium Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Persium Advisors’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	$23.6M	Buy	811,239 +24,715	+3%	+$768K	18.6%	3
2025 Q4	$25.7M	Sell	786,524 -1,187	-0.2%	-$38.6K	18.51%	2
2025 Q3	$25.1M	Buy	787,711 +12,073	+2%	+$368K	18.65%	2
2025 Q2	$22.7M	Buy	775,638 +45,756	+6%	+$1.21M	18.76%	2
2025 Q1	$18.3M	Buy	729,882 +21,460	+3%	+$588K	17.33%	3
2024 Q4	$19.7M	Buy	+708,422	New	+$19.4M	19.46%	2

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

Persium Advisors's SCHG Position: Q1 2026 in Review

Persium Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.1% in Q1 2026, buying an estimated $768K and bringing the position to 811,239 shares worth $23.6M. The position accounts for 18.6% of the portfolio, ranked #3.

Persium Advisors first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.7M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Persium Advisors held 811,239 shares of Schwab US Large-Cap Growth ETF worth $23.6M as of Q1 2026.
Persium Advisors bought 24,715 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $768K.
Schwab US Large-Cap Growth ETF made up 18.6% of Persium Advisors's portfolio in Q1 2026, its #3 holding.
Persium Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Persium Advisors's Schwab US Large-Cap Growth ETF position peaked at $25.7M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Persium Advisors's 13F filing for Q1 2026, filed 1 May 2026.