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Roundview Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Roundview Capital’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 		– Sell
-6,864
Closed -$224K – 352
2025
Q4 		$224K Buy
6,864
+236
+4% +$7.68K 0.01% 319
2025
Q3 		$212K Sell
6,628
-8,336
-56% -$254K 0.01% 321
2025
Q2 		$437K Sell
14,964
-4,200
-22% -$111K 0.03% 271
2025
Q1 		$480K Hold
19,164
– – 0.03% 261
2024
Q4 		$534K Hold
19,164
– – 0.04% 263
2024
Q3 		$499K Hold
19,164
– – 0.04% 270
2024
Q2 		$483K Hold
19,164
– – 0.04% 261
2024
Q1 		$444K Sell
19,164
-16
-0.1% -$354 0.04% 266
2023
Q4 		$398K Hold
19,180
– – 0.04% 263
2023
Q3 		$349K Hold
19,180
– – 0.04% 261
2023
Q2 		$359K Hold
19,180
– – 0.04% 262
2023
Q1 		$312K Buy
19,180
+16
+0.1% +$243 0.03% 275
2022
Q4 		$266K Hold
19,164
– – 0.03% 265
2022
Q3 		$267K Buy
19,164
+1,196
+7% +$18.7K 0.03% 255
2022
Q2 		$260K Hold
17,968
– – 0.03% 255
2022
Q1 		$336K Hold
17,968
– – 0.03% 248
2021
Q4 		$368K Hold
17,968
– – 0.04% 254
2021
Q3 		$333K Hold
17,968
– – 0.04% 256
2021
Q2 		$328K Hold
17,968
– – 0.04% 249
2021
Q1 		$291K Hold
17,968
– – 0.04% 246
2020
Q4 		$288K Buy
+17,968
New +$273K 0.04% 226

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

Roundview Capital's SCHG Position: Q1 2026 in Review

Roundview Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,864 shares — an estimated $224K sold.

Roundview Capital first reported a position in SCHG in Q4 2020 and held it in 21 quarters. The position peaked at $534K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Roundview Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Roundview Capital sold 6,864 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $224K.
  • Roundview Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 21 quarters.
  • Roundview Capital's Schwab US Large-Cap Growth ETF position peaked at $534K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.