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

Savant 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 		$20.2M Sell
692,148
-6,505
-0.9% -$202K 0.1% 120
2025
Q4 		$22.8M Sell
698,653
-18,410
-3% -$599K 0.13% 109
2025
Q3 		$22.9M Sell
717,063
-7,584
-1% -$231K 0.14% 104
2025
Q2 		$21.2M Sell
724,647
-12,406
-2% -$328K 0.15% 93
2025
Q1 		$18.5M Sell
737,053
-6,971
-0.9% -$191K 0.16% 89
2024
Q4 		$20.7M Sell
744,024
-20,472
-3% -$560K 0.16% 93
2024
Q3 		$19.9M Sell
764,496
-24,880
-3% -$626K 0.17% 96
2024
Q2 		$19.9M Sell
789,376
-13,376
-2% -$316K 0.2% 85
2024
Q1 		$18.6M Sell
802,752
-5,208
-0.6% -$115K 0.21% 79
2023
Q4 		$16.8M Sell
807,960
-55,268
-6% -$1.07M 0.22% 87
2023
Q3 		$15.7M Buy
863,228
+318,464
+58% +$5.99M 0.23% 82
2023
Q2 		$10.2M Buy
544,764
+12,716
+2% +$218K 0.16% 109
2023
Q1 		$8.67M Sell
532,048
-23,704
-4% -$360K 0.16% 97
2022
Q4 		$7.67M Sell
555,752
-98,008
-15% -$1.41M 0.19% 69
2022
Q3 		$9.12M Sell
653,760
-86,792
-12% -$1.36M 0.28% 55
2022
Q2 		$10.7M Sell
740,552
-277,272
-27% -$4.43M 0.33% 48
2022
Q1 		$19M Sell
1,017,824
-246,816
-20% -$4.5M 0.62% 36
2021
Q4 		$25.9M Buy
1,264,640
+137,408
+12% +$2.75M 0.84% 28
2021
Q3 		$20.9M Buy
1,127,232
+1,029,680
+1,056% +$19.6M 0.76% 31
2021
Q2 		$1.78M Buy
97,552
+1,600
+2% +$27.7K 0.07% 148
2021
Q1 		$1.56M Sell
95,952
-17,856
-16% -$291K 0.08% 145
2020
Q4 		$1.83M Sell
113,808
-96
-0.1% -$1.46K 0.11% 125
2020
Q3 		$1.64M Sell
113,904
-1,312
-1% -$18.3K 0.11% 126
2020
Q2 		$1.46M Buy
115,216
+10,536
+10% +$123K 0.11% 132
2020
Q1 		$1.04M Buy
104,680
+3,480
+3% +$39.7K 0.1% 147
2019
Q4 		$1.18M Buy
101,200
+8
+0% +$88 0.14% 121
2019
Q3 		$1.06M Buy
101,192
+8
+0% +$84 0.15% 115
2019
Q2 		$1.05M Hold
101,184
– – 0.15% 119
2019
Q1 		$1M Buy
101,184
+8
+0% +$76 0.19% 103
2018
Q4 		$872K Buy
101,176
+16
+0% +$149 0.18% 103
2018
Q3 		$1.04M Buy
101,160
+8
+0% +$80 0.19% 100
2018
Q2 		$958K Hold
101,152
– – 0.2% 88
2018
Q1 		$907K Sell
101,152
-1,016
-1% -$9.37K 0.19% 90
2017
Q4 		$903K Sell
102,168
-1,256
-1% -$10.8K 0.19% 91
2017
Q3 		$854K Buy
103,424
+4,720
+5% +$38.3K 0.19% 83
2017
Q2 		$780K Hold
98,704
– – 0.18% 88
2017
Q1 		$746K Buy
+98,704
New +$730K 0.18% 89

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

Savant Capital's SCHG Position: Q1 2026 in Review

Savant Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.93% in Q1 2026, selling an estimated $202K and leaving 692,148 shares worth $20.2M. The position accounts for 0.1% of the portfolio, ranked #120.

Savant Capital first reported a position in SCHG in Q1 2017 and has held it in 37 quarters since. The position peaked at $25.9M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Savant Capital held 692,148 shares of Schwab US Large-Cap Growth ETF worth $20.2M as of Q1 2026.
  • Savant Capital sold 6,505 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $202K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Savant Capital's portfolio in Q1 2026, its #120 holding.
  • Savant Capital first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • Savant Capital's Schwab US Large-Cap Growth ETF position peaked at $25.9M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.