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Regal Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Regal Investment 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 		$5.27M Sell
180,842
-17,838
-9% -$555K 0.3% 85
2025
Q4 		$6.48M Buy
198,680
+15,561
+8% +$506K 0.39% 69
2025
Q3 		$5.84M Buy
183,119
+15,206
+9% +$463K 0.38% 72
2025
Q2 		$4.9M Buy
167,913
+25,240
+18% +$667K 0.37% 75
2025
Q1 		$3.57M Buy
142,673
+844
+0.6% +$23.1K 0.29% 92
2024
Q4 		$3.95M Sell
141,829
-57,087
-29% -$1.56M 0.3% 95
2024
Q3 		$5.18M Sell
198,916
-1,460
-0.7% -$36.7K 0.36% 81
2024
Q2 		$5.05M Sell
200,376
-12,316
-6% -$291K 0.33% 86
2024
Q1 		$4.93M Buy
212,692
+169,924
+397% +$3.76M 0.34% 88
2023
Q4 		$887K Buy
42,768
+18,292
+75% +$354K 0.07% 242
2023
Q3 		$445K Buy
24,476
+9,896
+68% +$186K 0.04% 305
2023
Q2 		$273K Buy
+14,580
New +$250K 0.02% 413
2018
Q1 		– Sell
-29,176
Closed -$258K – 318
2017
Q4 		$258K Buy
29,176
+80
+0.3% +$688 0.06% 239
2017
Q3 		$240K Buy
29,096
+96
+0.3% +$779 0.06% 241
2017
Q2 		$229K Buy
29,000
+80
+0.3% +$623 0.06% 237
2017
Q1 		$219K Sell
28,920
-6,568
-19% -$48.6K 0.06% 243
2016
Q4 		$248K Buy
35,488
+104
+0.3% +$719 0.07% 219
2016
Q3 		$245K Sell
35,384
-9,200
-21% -$63.2K 0.07% 231
2016
Q2 		$292K Sell
44,584
-1,952
-4% -$12.8K 0.08% 202
2016
Q1 		$305K Buy
46,536
+14,424
+45% +$89.4K 0.08% 197
2015
Q4 		$212K Buy
32,112
+12,768
+66% +$85.2K 0.06% 238
2015
Q3 		$120K Buy
19,344
+12,288
+174% +$81.8K 0.03% 319
2015
Q2 		$47K Buy
7,056
+5,936
+530% +$40.5K 0.01% 427
2015
Q1 		$8K Buy
+1,120
New +$7.42K ﹤0.01% 737

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

Regal Investment Advisors's SCHG Position: Q1 2026 in Review

Regal Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9% in Q1 2026, selling an estimated $555K and leaving 180,842 shares worth $5.27M. The position accounts for 0.3% of the portfolio, ranked #85.

Regal Investment Advisors first reported a position in SCHG in Q1 2015 and has held it in 24 quarters since. The position peaked at $6.48M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Regal Investment Advisors held 180,842 shares of Schwab US Large-Cap Growth ETF worth $5.27M as of Q1 2026.
  • Regal Investment Advisors sold 17,838 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $555K.
  • Schwab US Large-Cap Growth ETF made up 0.3% of Regal Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • Regal Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2015 and has held it in 24 quarters since.
  • Regal Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $6.48M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.