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

Resolute 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	$678K	Buy	23,275 +30	+0.1%	+$933	0.28%	34
2025 Q4	$758K	Buy	23,245 +22	+0.1%	+$716	0.25%	28
2025 Q3	$741K	Buy	23,223 +22	+0.1%	+$670	0.19%	27
2025 Q2	$678K	Buy	23,201 +22	+0.1%	+$582	0.17%	29
2025 Q1	$580K	Buy	23,179 +26	+0.1%	+$712	0.17%	26
2024 Q4	$645K	Buy	23,153 +25	+0.1%	+$684	0.13%	32
2024 Q3	$602K	Buy	+23,128	New	+$582K	0.12%	26
2023 Q3	–	Sell	-22,992	Closed	-$431K	–	66
2023 Q2	$431K	Buy	22,992 +28	+0.1%	+$480	0.05%	39
2023 Q1	$374K	Buy	+22,964	New	+$349K	0.04%	43

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

Resolute Advisors's SCHG Position: Q1 2026 in Review

Resolute Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.13% in Q1 2026, buying an estimated $933 and bringing the position to 23,275 shares worth $678K. The position accounts for 0.28% of the portfolio, ranked #34.

Resolute Advisors first reported a position in SCHG in Q1 2023 and has held it in 9 quarters since. The position peaked at $758K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Resolute Advisors held 23,275 shares of Schwab US Large-Cap Growth ETF worth $678K as of Q1 2026.
Resolute Advisors bought 30 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $933.
Schwab US Large-Cap Growth ETF made up 0.28% of Resolute Advisors's portfolio in Q1 2026, its #34 holding.
Resolute Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 9 quarters since.
Resolute Advisors's Schwab US Large-Cap Growth ETF position peaked at $758K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Resolute Advisors's 13F filing for Q1 2026, filed 7 May 2026.