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

Pinion Investment 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 		$995K Buy
34,148
+12,861
+60% +$400K 0.23% 72
2025
Q4 		$694K Sell
21,287
-19,681
-48% -$640K 0.17% 91
2025
Q3 		$1.34M Buy
40,968
+19,757
+93% +$602K 0.37% 46
2025
Q2 		$620K Sell
21,211
-18,847
-47% -$498K 0.21% 83
2025
Q1 		$1M Buy
40,058
+19,342
+93% +$530K 0.22% 68
2024
Q4 		$577K Buy
20,716
+128
+0.6% +$3.5K 0.23% 79
2024
Q3 		$536K Buy
20,588
+20
+0.1% +$503 0.22% 85
2024
Q2 		$519K Hold
20,568
– – 0.26% 75
2024
Q1 		$477K Buy
20,568
+10,904
+113% +$241K 0.25% 80
2023
Q4 		$200K Buy
+9,664
New +$187K 0.12% 147

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

Pinion Investment Advisors's SCHG Position: Q1 2026 in Review

Pinion Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 60% in Q1 2026, buying an estimated $400K and bringing the position to 34,148 shares worth $995K. The position accounts for 0.23% of the portfolio, ranked #72.

Pinion Investment Advisors first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Pinion Investment Advisors held 34,148 shares of Schwab US Large-Cap Growth ETF worth $995K as of Q1 2026.
  • Pinion Investment Advisors bought 12,861 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $400K.
  • Schwab US Large-Cap Growth ETF made up 0.23% of Pinion Investment Advisors's portfolio in Q1 2026, its #72 holding.
  • Pinion Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Pinion Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.34M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.