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

Sage Financial Management 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 		$8.93M Sell
306,537
-1,371
-0.4% -$42.6K 2.74% 13
2025
Q4 		$10M Sell
307,908
-2,968
-1% -$96.5K 3.07% 9
2025
Q3 		$9.92M Sell
310,876
-4,655
-1% -$142K 3.17% 9
2025
Q2 		$9.22M Sell
315,531
-13,136
-4% -$347K 3.19% 9
2025
Q1 		$8.23M Sell
328,667
-13,771
-4% -$377K 2.99% 10
2024
Q4 		$9.54M Sell
342,438
-12,910
-4% -$353K 3.53% 8
2024
Q3 		$9.26M Buy
+355,348
New +$8.94M 3.59% 8
2024
Q2 		– Sell
-361,560
Closed -$8.38M – 38
2024
Q1 		$8.38M Buy
361,560
+33,844
+10% +$749K 3.97% 9
2023
Q4 		$6.8M Sell
327,716
-4,740
-1% -$91.7K 3.65% 9
2023
Q3 		$6.04M Buy
+332,456
New +$6.26M 3.64% 11
2023
Q2 		– Sell
-620,460
Closed -$10.1M – 23
2023
Q1 		$10.1M Sell
620,460
-146,524
-19% -$2.22M 8.14% 3
2022
Q4 		$10.7M Buy
766,984
+99,948
+15% +$1.44M 7.44% 4
2022
Q3 		$9.31M Sell
667,036
-111,688
-14% -$1.75M 8.2% 5
2022
Q2 		$11.3M Sell
778,724
-5,908
-0.8% -$94.4K 7.9% 5
2022
Q1 		$14.7M Buy
784,632
+10,488
+1% +$191K 10.06% 3
2021
Q4 		$15.8M Buy
+774,144
New +$15.5M 10.56% 3
2021
Q3 		– Sell
-836,912
Closed -$15.3M – 22
2021
Q2 		$15.3M Sell
836,912
-4,752
-0.6% -$82.2K 13.92% 2
2021
Q1 		$13.7M Sell
841,664
-66,544
-7% -$1.08M 10.51% 3
2020
Q4 		$14.6M Buy
+908,208
New +$13.8M 11.44% 2

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 Management Group's SCHG Position: Q1 2026 in Review

Sage Financial Management Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.45% in Q1 2026, selling an estimated $42.6K and leaving 306,537 shares worth $8.93M. The position accounts for 2.74% of the portfolio, ranked #13.

Sage Financial Management Group first reported a position in SCHG in Q4 2020 and has held it in 19 quarters since. The position peaked at $15.8M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Sage Financial Management Group held 306,537 shares of Schwab US Large-Cap Growth ETF worth $8.93M as of Q1 2026.
  • Sage Financial Management Group sold 1,371 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $42.6K.
  • Schwab US Large-Cap Growth ETF made up 2.74% of Sage Financial Management Group's portfolio in Q1 2026, its #13 holding.
  • Sage Financial Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • Sage Financial Management Group's Schwab US Large-Cap Growth ETF position peaked at $15.8M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.