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Shuttleworth & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Shuttleworth & Co’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 		– Sell
-7,026
Closed -$229K – 59
2025
Q4 		$229K Sell
7,026
-270
-4% -$8.78K 0.21% 57
2025
Q3 		$233K Buy
+7,296
New +$222K 0.21% 59

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Shuttleworth & Co's SCHG Position: Q1 2026 in Review

Shuttleworth & Co sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 7,026 shares — an estimated $229K sold.

Shuttleworth & Co first reported a position in SCHG in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 1,625 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Shuttleworth & Co reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Shuttleworth & Co sold 7,026 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $229K.
  • Shuttleworth & Co first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Shuttleworth & Co's Schwab US Large-Cap Growth ETF position peaked at $233K in Q3 2025.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Shuttleworth & Co's 13F filing for Q1 2026, filed 20 May 2026.