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Saxon Interests’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Saxon Interests’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 		$262K Hold
8,984
– – 0.09% 196
2025
Q4 		$293K Hold
8,984
– – 0.1% 170
2025
Q3 		$274K Hold
8,984
– – 0.11% 170
2025
Q2 		$225K Hold
8,984
– – 0.11% 163
2025
Q1 		$225K Hold
8,984
– – 0.11% 163
2024
Q4 		$250K Hold
8,984
– – 0.11% 157
2024
Q3 		$234K Sell
8,984
-6,492
-42% -$163K 0.11% 154
2024
Q2 		$390K Buy
15,476
+6,492
+72% +$153K 0.19% 119
2024
Q1 		$208K Buy
+8,984
New +$199K 0.1% 168

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

Saxon Interests's SCHG Position: Q1 2026 in Review

Saxon Interests held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 8,984 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #196.

Saxon Interests first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $390K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Saxon Interests held 8,984 shares of Schwab US Large-Cap Growth ETF worth $262K as of Q1 2026.
  • Saxon Interests left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Saxon Interests's portfolio in Q1 2026, its #196 holding.
  • Saxon Interests first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Saxon Interests's Schwab US Large-Cap Growth ETF position peaked at $390K in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.