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Private Advisor Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Private Advisor 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 		$26.6M Sell
913,463
-118,812
-12% -$3.69M 0.12% 177
2025
Q4 		$33.7M Buy
1,032,275
+130,893
+15% +$4.26M 0.16% 135
2025
Q3 		$28.8M Buy
901,382
+1,266
+0.1% +$38.6K 0.14% 150
2025
Q2 		$26.3M Buy
900,116
+293,428
+48% +$7.76M 0.14% 146
2025
Q1 		$15.2M Sell
606,688
-91,586
-13% -$2.51M 0.09% 223
2024
Q4 		$19.5M Buy
698,274
+171,470
+33% +$4.69M 0.11% 173
2024
Q3 		$13.7M Sell
526,804
-59,132
-10% -$1.49M 0.09% 224
2024
Q2 		$14.8M Buy
585,936
+164,572
+39% +$3.88M 0.1% 193
2024
Q1 		$9.77M Sell
421,364
-225,648
-35% -$4.99M 0.07% 266
2023
Q4 		$13.4M Buy
647,012
+117,204
+22% +$2.27M 0.1% 187
2023
Q3 		$9.63M Buy
529,808
+48,236
+10% +$908K 0.09% 232
2023
Q2 		$9.2M Buy
481,572
+21,232
+5% +$364K 0.08% 237
2023
Q1 		$7.5M Buy
460,340
+33,744
+8% +$512K 0.07% 267
2022
Q4 		$3.33M Buy
426,596
+42,020
+11% +$604K 0.17% 130
2022
Q3 		$5.37M Sell
384,576
-853,236
-69% -$13.4M 0.06% 314
2022
Q2 		$17.9M Sell
1,237,812
-378,864
-23% -$6.06M 0.16% 130
2022
Q1 		$30.2M Buy
1,616,676
+19,196
+1% +$350K 0.23% 88
2021
Q4 		$32.7M Sell
1,597,480
-953,920
-37% -$19.1M 0.25% 81
2021
Q3 		$47.2M Buy
2,551,400
+935,856
+58% +$17.8M 0.3% 63
2021
Q2 		$29.5M Buy
1,615,544
+8,392
+0.5% +$145K 0.26% 77
2021
Q1 		$26.1M Buy
1,607,152
+111,688
+7% +$1.82M 0.25% 81
2020
Q4 		$24M Buy
1,495,464
+87,712
+6% +$1.33M 0.25% 77
2020
Q3 		$18.9M Sell
1,407,752
-5,112
-0.4% -$71.3K 0.25% 82
2020
Q2 		$17.9M Sell
1,412,864
-94,912
-6% -$1.11M 0.25% 80
2020
Q1 		$15M Buy
1,507,776
+613,224
+69% +$7M 0.28% 72
2019
Q4 		$10.4M Buy
894,552
+152,144
+20% +$1.68M 0.16% 145
2019
Q3 		$7.85M Buy
742,408
+362,040
+95% +$3.82M 0.12% 187
2019
Q2 		$3.96M Buy
380,368
+148,296
+64% +$1.51M 0.07% 287
2019
Q1 		$2.31M Sell
232,072
-45,304
-16% -$428K 0.05% 395
2018
Q4 		$2.39M Buy
277,376
+118,632
+75% +$1.1M 0.06% 324
2018
Q3 		$1.63M Buy
158,744
+6,032
+4% +$60.1K 0.03% 490
2018
Q2 		$1.45M Buy
152,712
+84,800
+125% +$790K 0.02% 371
2018
Q1 		$609K Sell
67,912
-51,288
-43% -$473K 0.02% 589
2017
Q4 		$1.07M Sell
119,200
-6,104
-5% -$52.5K 0.05% 400
2017
Q3 		$1.04M Buy
125,304
+62,976
+101% +$511K 0.03% 562
2017
Q2 		$494K Buy
62,328
+2,544
+4% +$19.8K 0.01% 844
2017
Q1 		$450K Buy
+59,784
New +$442K 0.01% 885

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

Private Advisor Group's SCHG Position: Q1 2026 in Review

Private Advisor Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q1 2026, selling an estimated $3.69M and leaving 913,463 shares worth $26.6M. The position accounts for 0.12% of the portfolio, ranked #177.

Private Advisor Group first reported a position in SCHG in Q1 2017 and has held it in 37 quarters since. The position peaked at $47.2M in Q3 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Private Advisor Group held 913,463 shares of Schwab US Large-Cap Growth ETF worth $26.6M as of Q1 2026.
  • Private Advisor Group sold 118,812 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.69M.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Private Advisor Group's portfolio in Q1 2026, its #177 holding.
  • Private Advisor Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • Private Advisor Group's Schwab US Large-Cap Growth ETF position peaked at $47.2M in Q3 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.