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

Skyline Advisors’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 		$15.3M Sell
524,137
-48,922
-9% -$1.52M 5.33% 5
2025
Q4 		$18.7M Sell
573,059
-6,742
-1% -$219K 6.24% 6
2025
Q3 		$18.5M Buy
579,801
+13,309
+2% +$406K 6.37% 6
2025
Q2 		$16.5M Buy
566,492
+6,278
+1% +$166K 6.11% 6
2025
Q1 		$14M Buy
560,214
+4,234
+0.8% +$116K 5.52% 7
2024
Q4 		$15.5M Buy
555,980
+126,136
+29% +$3.45M 6.01% 7
2024
Q3 		$11.2M Sell
429,844
-5,352
-1% -$135K 4.61% 8
2024
Q2 		$11M Sell
435,196
-1,900
-0.4% -$44.8K 4.77% 8
2024
Q1 		$10.1M Sell
437,096
-5,328
-1% -$118K 4.53% 9
2023
Q4 		$9.18M Buy
+442,424
New +$8.56M 4.38% 9

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

Skyline Advisors's SCHG Position: Q1 2026 in Review

Skyline Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.5% in Q1 2026, selling an estimated $1.52M and leaving 524,137 shares worth $15.3M. The position accounts for 5.33% of the portfolio, ranked #5.

Skyline Advisors first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.7M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Skyline Advisors held 524,137 shares of Schwab US Large-Cap Growth ETF worth $15.3M as of Q1 2026.
  • Skyline Advisors sold 48,922 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.52M.
  • Schwab US Large-Cap Growth ETF made up 5.33% of Skyline Advisors's portfolio in Q1 2026, its #5 holding.
  • Skyline Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Skyline Advisors's Schwab US Large-Cap Growth ETF position peaked at $18.7M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.