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Personal CFO Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Personal CFO Solutions’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
-8,441
Closed -$275K – 559
2025
Q4 		$275K Buy
+8,441
New +$275K 0.04% 400
2025
Q3 		– Sell
-7,398
Closed -$216K – 521
2025
Q2 		$216K Sell
7,398
-911
-11% -$24.1K 0.04% 447
2025
Q1 		$208K Buy
8,309
+586
+8% +$16K 0.04% 420
2024
Q4 		$215K Sell
7,723
-4,833
-38% -$132K 0.04% 426
2024
Q3 		$327K Buy
+12,556
New +$316K 0.05% 389

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

Personal CFO Solutions's SCHG Position: Q1 2026 in Review

Personal CFO Solutions sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 8,441 shares — an estimated $275K sold.

Personal CFO Solutions first reported a position in SCHG in Q3 2024 and held it in 5 quarters. The position peaked at $327K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Personal CFO Solutions reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 8,441 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $275K.
  • Personal CFO Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 5 quarters.
  • Personal CFO Solutions's Schwab US Large-Cap Growth ETF position peaked at $327K in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.