PFG Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PFG Investments’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	$256K	Buy	8,779 +2,637	+43%	+$82K	0.01%	945
2025 Q4	$200K	Buy	+6,142	New	+$200K	0.01%	1024
2024 Q3	–	Sell	-10,816	Closed	-$273K	–	1053
2024 Q2	$273K	Sell	10,816 -123,392	-92%	-$2.91M	0.02%	694
2024 Q1	$3.11M	Buy	+134,208	New	+$2.97M	0.19%	112

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

PFG Investments's SCHG Position: Q1 2026 in Review

PFG Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 43% in Q1 2026, buying an estimated $82K and bringing the position to 8,779 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #945.

PFG Investments first reported a position in SCHG in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.11M in Q1 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

PFG Investments held 8,779 shares of Schwab US Large-Cap Growth ETF worth $256K as of Q1 2026.
PFG Investments bought 2,637 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $82K.
Schwab US Large-Cap Growth ETF made up 0.01% of PFG Investments's portfolio in Q1 2026, its #945 holding.
PFG Investments first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 4 quarters since.
PFG Investments's Schwab US Large-Cap Growth ETF position peaked at $3.11M in Q1 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.