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Sage Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sage Financial Group’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 		$14.6M Sell
502,007
-15,403
-3% -$479K 0.95% 20
2025
Q4 		$16.9M Sell
517,410
-24,734
-5% -$804K 1.12% 18
2025
Q3 		$17.3M Sell
542,144
-3,948
-0.7% -$120K 1.18% 17
2025
Q2 		$16M Buy
546,092
+44,264
+9% +$1.17M 1.18% 17
2025
Q1 		$12.6M Sell
501,828
-13,051
-3% -$357K 1.01% 17
2024
Q4 		$14.3M Sell
514,879
-29,189
-5% -$798K 1.15% 15
2024
Q3 		$14.2M Sell
544,068
-4,764
-0.9% -$120K 1.16% 14
2024
Q2 		$13.8M Sell
548,832
-11,316
-2% -$267K 1.2% 14
2024
Q1 		$13M Sell
560,148
-9,408
-2% -$208K 1.17% 16
2023
Q4 		$11.8M Buy
569,556
+15,608
+3% +$302K 1.15% 16
2023
Q3 		$10.1M Sell
553,948
-9,684
-2% -$182K 1.12% 16
2023
Q2 		$10.6M Buy
563,632
+24,076
+4% +$413K 1.12% 16
2023
Q1 		$8.79M Buy
539,556
+12,156
+2% +$185K 1% 16
2022
Q4 		$7.33M Buy
527,400
+27,476
+5% +$395K 0.89% 19
2022
Q3 		$6.97M Buy
499,924
+12,340
+3% +$193K 0.96% 18
2022
Q2 		$7.07M Buy
487,584
+123,248
+34% +$1.97M 0.93% 18
2022
Q1 		$6.82M Buy
364,336
+61,192
+20% +$1.12M 0.79% 21
2021
Q4 		$6.21M Sell
303,144
-1,312
-0.4% -$26.2K 0.66% 23
2021
Q3 		$5.64M Buy
304,456
+7,472
+3% +$142K 0.69% 21
2021
Q2 		$5.42M Sell
296,984
-1,144
-0.4% -$19.8K 0.67% 21
2021
Q1 		$4.84M Sell
298,128
-25,432
-8% -$414K 0.63% 24
2020
Q4 		$5.19M Buy
323,560
+6,464
+2% +$98K 0.71% 22
2020
Q3 		$4.57M Sell
317,096
-21,352
-6% -$298K 0.75% 21
2020
Q2 		$4.3M Sell
338,448
-3,520
-1% -$41K 0.77% 22
2020
Q1 		$3.4M Sell
341,968
-8,488
-2% -$96.8K 0.64% 23
2019
Q4 		$4.07M Buy
350,456
+200
+0.1% +$2.2K 0.56% 24
2019
Q3 		$3.68M Sell
350,256
-5,184
-1% -$54.6K 0.55% 24
2019
Q2 		$3.7M Buy
355,440
+25,032
+8% +$254K 0.55% 25
2019
Q1 		$3.28M Buy
330,408
+41,904
+15% +$396K 0.51% 26
2018
Q4 		$2.49M Buy
288,504
+64,696
+29% +$603K 0.42% 32
2018
Q3 		$2.29M Sell
223,808
-4,160
-2% -$41.4K 0.45% 20
2018
Q2 		$2.16M Buy
227,968
+17,896
+9% +$167K 0.46% 20
2018
Q1 		$1.88M Buy
210,072
+27,120
+15% +$250K 0.42% 21
2017
Q4 		$1.62M Buy
182,952
+50,344
+38% +$433K 0.31% 25
2017
Q3 		$1.09M Buy
132,608
+31,112
+31% +$252K 0.24% 21
2017
Q2 		$802K Buy
+101,496
New +$791K 0.18% 24

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

Sage Financial Group's SCHG Position: Q1 2026 in Review

Sage Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q1 2026, selling an estimated $479K and leaving 502,007 shares worth $14.6M. The position accounts for 0.95% of the portfolio, ranked #20.

Sage Financial Group first reported a position in SCHG in Q2 2017 and has held it in 36 quarters since. The position peaked at $17.3M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Sage Financial Group held 502,007 shares of Schwab US Large-Cap Growth ETF worth $14.6M as of Q1 2026.
  • Sage Financial Group sold 15,403 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $479K.
  • Schwab US Large-Cap Growth ETF made up 0.95% of Sage Financial Group's portfolio in Q1 2026, its #20 holding.
  • Sage Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • Sage Financial Group's Schwab US Large-Cap Growth ETF position peaked at $17.3M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.