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Phil A. Younker & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Phil A. Younker & Associates’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 		$495K Hold
16,984
– – 0.33% 26
2025
Q4 		$554K Hold
16,984
– – 0.39% 26
2025
Q3 		$542K Hold
16,984
– – 0.42% 24
2025
Q2 		$496K Hold
16,984
– – 0.49% 24
2025
Q1 		$425K Sell
16,984
-268
-2% -$7.34K 0.42% 23
2024
Q4 		$481K Buy
+17,252
New +$472K 0.48% 21

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

Phil A. Younker & Associates's SCHG Position: Q1 2026 in Review

Phil A. Younker & Associates held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 16,984 shares worth $495K. The position accounts for 0.33% of the portfolio, ranked #26.

Phil A. Younker & Associates first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $554K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Phil A. Younker & Associates held 16,984 shares of Schwab US Large-Cap Growth ETF worth $495K as of Q1 2026.
  • Phil A. Younker & Associates left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.33% of Phil A. Younker & Associates's portfolio in Q1 2026, its #26 holding.
  • Phil A. Younker & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Phil A. Younker & Associates's Schwab US Large-Cap Growth ETF position peaked at $554K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.