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Phillips Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Phillips Financial Management’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 		$29.6K Hold
1,016
– – ﹤0.01% 250
2025
Q4 		$33.1K Hold
1,016
– – ﹤0.01% 260
2025
Q3 		$32.4K Hold
1,016
– – ﹤0.01% 265
2025
Q2 		$29.7K Hold
1,016
– – ﹤0.01% 237
2025
Q1 		$25.4K Sell
1,016
-2,080
-67% -$57K ﹤0.01% 232
2024
Q4 		$86.3K Buy
3,096
+2,080
+205% +$56.9K 0.01% 198
2024
Q3 		$26.5K Hold
1,016
– – ﹤0.01% 237
2024
Q2 		$25.6K Hold
1,016
– – ﹤0.01% 233
2024
Q1 		$23.6K Hold
1,016
– – ﹤0.01% 224
2023
Q4 		$21.1K Hold
1,016
– – ﹤0.01% 211
2023
Q3 		$18.5K Hold
1,016
– – ﹤0.01% 212
2023
Q2 		$19K Hold
1,016
– – ﹤0.01% 208
2023
Q1 		$16.6K Hold
1,016
– – ﹤0.01% 214
2022
Q4 		$14.1K Hold
1,016
– – ﹤0.01% 203
2022
Q3 		$14K Buy
+1,016
New +$15.9K ﹤0.01% 199

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

Phillips Financial Management's SCHG Position: Q1 2026 in Review

Phillips Financial Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 1,016 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Phillips Financial Management first reported a position in SCHG in Q3 2022 and has held it in 15 quarters since. The position peaked at $86.3K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Phillips Financial Management held 1,016 shares of Schwab US Large-Cap Growth ETF worth $29.6K as of Q1 2026.
  • Phillips Financial Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #250 holding.
  • Phillips Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Phillips Financial Management's Schwab US Large-Cap Growth ETF position peaked at $86.3K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.