PMG
SCHG icon

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

Private Management 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 		$400K Buy
13,731
+11
+0.1% +$342 0.01% 251
2025
Q4 		$448K Buy
13,720
+10
+0.1% +$325 0.01% 233
2025
Q3 		$437K Buy
13,710
+3,122
+29% +$95.1K 0.01% 225
2025
Q2 		$309K Hold
10,588
– – 0.01% 232
2025
Q1 		$265K Hold
10,588
– – 0.01% 190
2024
Q4 		$295K Hold
10,588
– – 0.01% 186
2024
Q3 		$276K Hold
10,588
– – 0.01% 186
2024
Q2 		$267K Hold
10,588
– – 0.01% 183
2024
Q1 		$245K Hold
10,588
– – 0.01% 186
2023
Q4 		$220K Buy
+10,588
New +$205K 0.01% 193

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 $376B 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