Prudent Investors Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prudent Investors Network’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	$746K	Sell	25,604 -6,980	-21%	-$217K	0.16%	32
2025 Q4	$1.06M	Buy	32,584 +6,980	+27%	+$227K	0.24%	25
2025 Q3	$817K	Hold	25,604	–	–	0.2%	24
2025 Q2	$748K	Hold	25,604	–	–	0.2%	23
2025 Q1	$641K	Buy	25,604 +1,720	+7%	+$47.1K	0.18%	28
2024 Q4	$666K	Buy	23,884 +15,884	+199%	+$434K	0.19%	24
2024 Q3	$208K	Hold	8,000	–	–	0.06%	47
2024 Q2	$202K	Buy	+8,000	New	+$189K	0.07%	39

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

Prudent Investors Network's SCHG Position: Q1 2026 in Review

Prudent Investors Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 21% in Q1 2026, selling an estimated $217K and leaving 25,604 shares worth $746K. The position accounts for 0.16% of the portfolio, ranked #32.

Prudent Investors Network first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Prudent Investors Network held 25,604 shares of Schwab US Large-Cap Growth ETF worth $746K as of Q1 2026.
Prudent Investors Network sold 6,980 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $217K.
Schwab US Large-Cap Growth ETF made up 0.16% of Prudent Investors Network's portfolio in Q1 2026, its #32 holding.
Prudent Investors Network first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Prudent Investors Network's Schwab US Large-Cap Growth ETF position peaked at $1.06M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Prudent Investors Network's 13F filing for Q1 2026, filed 11 May 2026.