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Pure Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pure Financial Advisors’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 		$776K Sell
26,633
-240
-0.9% -$7.46K 0.01% 252
2025
Q4 		$877K Buy
26,873
+709
+3% +$23.1K 0.01% 231
2025
Q3 		$835K Buy
26,164
+1,281
+5% +$39K 0.01% 232
2025
Q2 		$727K Sell
24,883
-2,718
-10% -$71.9K 0.01% 238
2025
Q1 		$691K Buy
27,601
+4,031
+17% +$110K 0.01% 206
2024
Q4 		$657K Buy
23,570
+4,214
+22% +$115K 0.01% 191
2024
Q3 		$504K Buy
19,356
+844
+5% +$21.2K 0.01% 215
2024
Q2 		$467K Buy
18,512
+1,496
+9% +$35.3K 0.01% 206
2024
Q1 		$394K Buy
17,016
+8
+0% +$177 0.01% 225
2023
Q4 		$353K Buy
17,008
+1,408
+9% +$27.2K 0.01% 233
2023
Q3 		$284K Sell
15,600
-88
-0.6% -$1.66K 0.01% 219
2023
Q2 		$294K Buy
15,688
+12
+0.1% +$206 0.01% 212
2023
Q1 		$255K Buy
+15,676
New +$238K 0.01% 219

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

Pure Financial Advisors's SCHG Position: Q1 2026 in Review

Pure Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.89% in Q1 2026, selling an estimated $7.46K and leaving 26,633 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #252.

Pure Financial Advisors first reported a position in SCHG in Q1 2023 and has held it in 13 quarters since. The position peaked at $877K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Pure Financial Advisors held 26,633 shares of Schwab US Large-Cap Growth ETF worth $776K as of Q1 2026.
  • Pure Financial Advisors sold 240 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $7.46K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #252 holding.
  • Pure Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • Pure Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $877K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.