SF
SCHG icon

Seek First’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Seek First’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 		$21.3M Buy
732,093
+28,140
+4% +$875K 15.03% 2
2025
Q4 		$23M Buy
703,953
+4,941
+0.7% +$161K 15.83% 2
2025
Q3 		$22.3M Sell
699,012
-1,722
-0.2% -$52.5K 16.04% 2
2025
Q2 		$20.5M Buy
700,734
+34,006
+5% +$899K 16.58% 2
2025
Q1 		$16.7M Buy
+666,728
New +$18.3M 14.83% 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

Seek First's SCHG Position: Q1 2026 in Review

Seek First increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4% in Q1 2026, buying an estimated $875K and bringing the position to 732,093 shares worth $21.3M. The position accounts for 15.03% of the portfolio, ranked #2.

Seek First first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $23M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Seek First held 732,093 shares of Schwab US Large-Cap Growth ETF worth $21.3M as of Q1 2026.
  • Seek First bought 28,140 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $875K.
  • Schwab US Large-Cap Growth ETF made up 15.03% of Seek First's portfolio in Q1 2026, its #2 holding.
  • Seek First first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Seek First's Schwab US Large-Cap Growth ETF position peaked at $23M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Seek First's 13F filing for Q1 2026, filed 24 Apr 2026.