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Proffitt & Goodson’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Proffitt & Goodson’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 		– Sell
-80
Closed -$2.61K – 309
2025
Q4 		$2.61K Buy
+80
New +$2.6K ﹤0.01% 278

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Proffitt & Goodson's SCHG Position: Q1 2026 in Review

Proffitt & Goodson sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 80 shares — an estimated $2.61K sold.

Proffitt & Goodson first reported a position in SCHG in Q4 2025 and held it in 1 quarter. The position peaked at $2.61K in Q4 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Proffitt & Goodson reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Proffitt & Goodson sold 80 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.61K.
  • Proffitt & Goodson first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Proffitt & Goodson's Schwab US Large-Cap Growth ETF position peaked at $2.61K in Q4 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Proffitt & Goodson's 13F filing for Q1 2026, filed 6 May 2026.