Smart Portfolios LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Smart Portfolios LLC’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	$841K	Hold	28,870	–	–	0.84%	38
2025 Q4	$942K	Sell	28,870 -100	-0.3%	-$3.25K	0.94%	35
2025 Q3	$924K	Sell	28,970 -760	-3%	-$23.2K	0.89%	36
2025 Q2	$868K	Buy	29,730 +150	+0.5%	+$3.97K	0.88%	36
2025 Q1	$741K	Sell	29,580 -10	-0%	-$274	0.81%	40
2024 Q4	$825K	Buy	29,590 +50	+0.2%	+$1.37K	0.86%	35
2024 Q3	$769K	Sell	29,540 -40	-0.1%	-$1.01K	0.78%	42
2024 Q2	$746K	Buy	29,580 +1,540	+5%	+$36.3K	0.75%	40
2024 Q1	$650K	Buy	+28,040	New	+$620K	0.69%	38

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Smart Portfolios LLC's SCHG Position: Q1 2026 in Review

Smart Portfolios LLC held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 28,870 shares worth $841K. The position accounts for 0.84% of the portfolio, ranked #38.

Smart Portfolios LLC first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $942K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Smart Portfolios LLC held 28,870 shares of Schwab US Large-Cap Growth ETF worth $841K as of Q1 2026.
Smart Portfolios LLC left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.84% of Smart Portfolios LLC's portfolio in Q1 2026, its #38 holding.
Smart Portfolios LLC first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Smart Portfolios LLC's Schwab US Large-Cap Growth ETF position peaked at $942K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.