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

Sage Mountain 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	$2.51M	Buy	86,053 +5	+0%	+$155	0.18%	56
2025 Q4	$2.81M	Buy	86,048 +4	+0%	+$130	0.15%	72
2025 Q3	$2.75M	Hold	86,044	–	–	0.16%	74
2025 Q2	$2.51M	Hold	86,044	–	–	0.16%	69
2025 Q1	$2.15M	Hold	86,044	–	–	0.16%	70
2024 Q4	$2.4M	Hold	86,044	–	–	0.18%	67
2024 Q3	$2.24M	Hold	86,044	–	–	0.19%	62
2024 Q2	$2.17M	Sell	86,044 -280	-0.3%	-$6.61K	0.2%	59
2024 Q1	$2M	Buy	86,324 +28,524	+49%	+$631K	0.21%	56
2023 Q4	$1.2M	Buy	57,800 +11,000	+24%	+$213K	0.14%	72
2023 Q3	$851K	Hold	46,800	–	–	0.12%	78
2023 Q2	$877K	Buy	+46,800	New	+$802K	0.13%	76
2023 Q1	–	Sell	-3,040	Closed	-$42.2K	–	339
2022 Q4	$42.2K	Buy	3,040 +4	+0.1%	+$58	0.01%	228
2022 Q3	$42K	Buy	3,036 +4	+0.1%	+$63	0.01%	294
2022 Q2	$44K	Hold	3,032	–	–	0.01%	542
2022 Q1	$57K	Sell	3,032 -25,336	-89%	-$462K	0.01%	550
2021 Q4	$581K	Buy	+28,368	New	+$567K	0.07%	274

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

Sage Mountain Advisors's SCHG Position: Q1 2026 in Review

Sage Mountain Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $155 and bringing the position to 86,053 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #56.

Sage Mountain Advisors first reported a position in SCHG in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.81M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Sage Mountain Advisors held 86,053 shares of Schwab US Large-Cap Growth ETF worth $2.51M as of Q1 2026.
Sage Mountain Advisors bought 5 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $155.
Schwab US Large-Cap Growth ETF made up 0.18% of Sage Mountain Advisors's portfolio in Q1 2026, its #56 holding.
Sage Mountain Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
Sage Mountain Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.81M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.