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

Prostatis 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	$1.29M	Sell	44,238 -155,545	-78%	-$4.84M	0.33%	68
2025 Q4	$6.52M	Buy	199,783 +29,289	+17%	+$953K	1.56%	12
2025 Q3	$5.44M	Sell	170,494 -129,534	-43%	-$3.95M	1.36%	16
2025 Q2	$8.76M	Buy	+300,028	New	+$7.93M	2.51%	8
2022 Q1	–	Sell	-20,368	Closed	-$417K	–	95
2021 Q4	$417K	Buy	+20,368	New	+$407K	0.26%	59

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

Prostatis Group's SCHG Position: Q1 2026 in Review

Prostatis Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 78% in Q1 2026, selling an estimated $4.84M and leaving 44,238 shares worth $1.29M. The position accounts for 0.33% of the portfolio, ranked #68.

Prostatis Group first reported a position in SCHG in Q4 2021 and has held it in 5 quarters since. The position peaked at $8.76M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Prostatis Group held 44,238 shares of Schwab US Large-Cap Growth ETF worth $1.29M as of Q1 2026.
Prostatis Group sold 155,545 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.84M.
Schwab US Large-Cap Growth ETF made up 0.33% of Prostatis Group's portfolio in Q1 2026, its #68 holding.
Prostatis Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 5 quarters since.
Prostatis Group's Schwab US Large-Cap Growth ETF position peaked at $8.76M in Q2 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.