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Savvy Advisors Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Savvy Advisors Inc’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 		$83.4M Buy
2,863,182
+492,054
+21% +$15.3M 2.23% 5
2025
Q4 		$77.3M Buy
2,371,128
+734,008
+45% +$23.9M 2.5% 6
2025
Q3 		$52.2M Buy
1,637,120
+428,891
+35% +$13.1M 2.4% 6
2025
Q2 		$35.3M Buy
1,208,229
+309,180
+34% +$8.17M 2.35% 9
2025
Q1 		$22.5M Buy
899,049
+551,134
+158% +$15.1M 2.26% 7
2024
Q4 		$9.7M Buy
347,915
+182,183
+110% +$4.98M 1.17% 17
2024
Q3 		$4.32M Buy
165,732
+63,852
+63% +$1.61M 0.88% 21
2024
Q2 		$2.57M Buy
101,880
+85,788
+533% +$2.02M 0.84% 20
2024
Q1 		$373K Sell
16,092
-14,772
-48% -$327K 0.22% 130
2023
Q4 		$640K Buy
+30,864
New +$597K 0.62% 42

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

Savvy Advisors Inc's SCHG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 21% in Q1 2026, buying an estimated $15.3M and bringing the position to 2,863,182 shares worth $83.4M. The position accounts for 2.23% of the portfolio, ranked #5.

Savvy Advisors Inc first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Savvy Advisors Inc held 2,863,182 shares of Schwab US Large-Cap Growth ETF worth $83.4M as of Q1 2026.
  • Savvy Advisors Inc bought 492,054 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $15.3M.
  • Schwab US Large-Cap Growth ETF made up 2.23% of Savvy Advisors Inc's portfolio in Q1 2026, its #5 holding.
  • Savvy Advisors Inc first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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