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SCHG icon

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

SignatureFD’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 		$1.95M Sell
67,003
-4,857
-7% -$151K 0.03% 238
2025
Q4 		$2.34M Sell
71,860
-26,321
-27% -$856K 0.04% 192
2025
Q3 		$3.13M Sell
98,181
-10,725
-10% -$327K 0.05% 150
2025
Q2 		$3.18M Sell
108,906
-145
-0.1% -$3.83K 0.05% 141
2025
Q1 		$2.73M Sell
109,051
-10,054
-8% -$275K 0.05% 143
2024
Q4 		$3.32M Buy
119,105
+1,421
+1% +$38.9K 0.06% 112
2024
Q3 		$3.07M Buy
117,684
+1,748
+2% +$44K 0.06% 120
2024
Q2 		$2.92M Sell
115,936
-124
-0.1% -$2.92K 0.06% 119
2024
Q1 		$2.69M Sell
116,060
-6,448
-5% -$143K 0.06% 124
2023
Q4 		$2.54M Buy
122,508
+696
+0.6% +$13.5K 0.06% 120
2023
Q3 		$2.21M Buy
121,812
+2,512
+2% +$47.3K 0.06% 116
2023
Q2 		$2.24M Buy
119,300
+4,632
+4% +$79.4K 0.06% 119
2023
Q1 		$1.87M Buy
114,668
+45,108
+65% +$685K 0.05% 130
2022
Q4 		$966K Sell
69,560
-9,272
-12% -$133K 0.03% 236
2022
Q3 		$1.1M Buy
78,832
+34,420
+78% +$539K 0.04% 172
2022
Q2 		$644K Sell
44,412
-636
-1% -$10.2K 0.02% 304
2022
Q1 		$843K Sell
45,048
-368
-0.8% -$6.71K 0.03% 252
2021
Q4 		$930K Sell
45,416
-1,088
-2% -$21.7K 0.03% 226
2021
Q3 		$861K Buy
46,504
+1,536
+3% +$29.3K 0.03% 228
2021
Q2 		$820K Buy
44,968
+280
+0.6% +$4.84K 0.03% 238
2021
Q1 		$725K Sell
44,688
-7,576
-14% -$123K 0.03% 226
2020
Q4 		$839K Sell
52,264
-4,640
-8% -$70.4K 0.04% 162
2020
Q3 		$819K Sell
56,904
-8
-0% -$112 0.04% 154
2020
Q2 		$722K Sell
56,912
-4,792
-8% -$55.9K 0.04% 156
2020
Q1 		$614K Sell
61,704
-528
-0.8% -$6.02K 0.05% 159
2019
Q4 		$723K Hold
62,232
– – 0.05% 167
2019
Q3 		$654K Buy
62,232
+14,000
+29% +$148K 0.05% 155
2019
Q2 		$502K Sell
48,232
-1,040
-2% -$10.6K 0.04% 175
2019
Q1 		$489K Sell
49,272
-1,000
-2% -$9.46K 0.04% 179
2018
Q4 		$433K Sell
50,272
-10,472
-17% -$97.5K 0.04% 187
2018
Q3 		$623K Buy
60,744
+24,184
+66% +$241K 0.06% 156
2018
Q2 		$346K Sell
36,560
-6,016
-14% -$56K 0.04% 260
2018
Q1 		$382K Sell
42,576
-5,472
-11% -$50.4K 0.04% 190
2017
Q4 		$425K Sell
48,048
-19,608
-29% -$169K 0.05% 171
2017
Q3 		$559K Sell
67,656
-2,032
-3% -$16.5K 0.07% 113
2017
Q2 		$551K Sell
69,688
-1,136
-2% -$8.85K 0.08% 102
2017
Q1 		$535K Sell
70,824
-2,176
-3% -$16.1K 0.08% 111
2016
Q4 		$509K Sell
73,000
-6,128
-8% -$42.4K 0.09% 94
2016
Q3 		$549K Sell
79,128
-12,576
-14% -$86.3K 0.08% 88
2016
Q2 		$601K Buy
91,704
+336
+0.4% +$2.21K 0.09% 63
2016
Q1 		$599K Sell
91,368
-7,192
-7% -$44.6K 0.1% 57
2015
Q4 		$651K Sell
98,560
-3,024
-3% -$20.2K 0.13% 45
2015
Q3 		$635K Sell
101,584
-912
-0.9% -$6.07K 0.14% 41
2015
Q2 		$688K Sell
102,496
-792
-0.8% -$5.4K 0.15% 44
2015
Q1 		$696K Sell
103,288
-18,936
-15% -$126K 0.17% 43
2014
Q4 		$791K Buy
122,224
+120,536
+7,141% +$759K 0.2% 40
2014
Q3 		$10K Hold
1,688
– – ﹤0.01% 457
2014
Q2 		$10K Hold
1,688
– – ﹤0.01% 455
2014
Q1 		$10K Buy
1,688
+536
+47% +$3.05K ﹤0.01% 412
2013
Q4 		$7K Hold
1,152
– – ﹤0.01% 480
2013
Q3 		$6K Sell
1,152
-2,824
-71% -$14.2K ﹤0.01% 464
2013
Q2 		$19K Buy
+3,976
New +$19K 0.01% 267

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

SignatureFD's SCHG Position: Q1 2026 in Review

SignatureFD reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.8% in Q1 2026, selling an estimated $151K and leaving 67,003 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #238.

SignatureFD first reported a position in SCHG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.32M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • SignatureFD held 67,003 shares of Schwab US Large-Cap Growth ETF worth $1.95M as of Q1 2026.
  • SignatureFD sold 4,857 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $151K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of SignatureFD's portfolio in Q1 2026, its #238 holding.
  • SignatureFD first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • SignatureFD's Schwab US Large-Cap Growth ETF position peaked at $3.32M in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.