Powers Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Powers Advisory Group’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	$11.1M	Buy	382,365 +19,866	+5%	+$618K	3.93%	6
2025 Q4	$11.8M	Buy	362,499 +7,790	+2%	+$253K	4.45%	6
2025 Q3	$11.3M	Buy	354,709 +27,364	+8%	+$834K	4.51%	6
2025 Q2	$9.56M	Buy	327,345 +28,532	+10%	+$754K	4.2%	6
2025 Q1	$7.48M	Buy	298,813 +22,472	+8%	+$615K	3.56%	9
2024 Q4	$7.7M	Buy	276,341 +5	+0%	+$137	3.86%	9
2024 Q3	$7.2M	Buy	276,336 +15,412	+6%	+$388K	3.59%	9
2024 Q2	$6.58M	Buy	260,924 +14,644	+6%	+$345K	3.59%	9
2024 Q1	$5.71M	Buy	246,280 +8,104	+3%	+$179K	3.26%	10
2023 Q4	$4.94M	Buy	238,176 +13,704	+6%	+$265K	3.05%	10
2023 Q3	$4.08M	Sell	224,472 -3,880	-2%	-$73K	2.77%	10
2023 Q2	$4.28M	Buy	228,352 +19,596	+9%	+$336K	2.84%	10
2023 Q1	$3.4M	Buy	208,756 +4,788	+2%	+$72.7K	2.38%	11
2022 Q4	$2.83M	Buy	203,968 +5,548	+3%	+$79.8K	2.09%	11
2022 Q3	$2.77M	Buy	198,420 +11,308	+6%	+$177K	2.21%	10
2022 Q2	$2.71M	Buy	187,112 +8,728	+5%	+$140K	2.09%	12
2022 Q1	$3.34M	Buy	178,384 +21,608	+14%	+$394K	2.32%	11
2021 Q4	$3.21M	Buy	+156,776	New	+$3.13M	2.26%	12

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

Powers Advisory Group's SCHG Position: Q1 2026 in Review

Powers Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.5% in Q1 2026, buying an estimated $618K and bringing the position to 382,365 shares worth $11.1M. The position accounts for 3.93% of the portfolio, ranked #6.

Powers Advisory Group first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Powers Advisory Group held 382,365 shares of Schwab US Large-Cap Growth ETF worth $11.1M as of Q1 2026.
Powers Advisory Group bought 19,866 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $618K.
Schwab US Large-Cap Growth ETF made up 3.93% of Powers Advisory Group's portfolio in Q1 2026, its #6 holding.
Powers Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Powers Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $11.8M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.