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Smartleaf Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Smartleaf Asset Management’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 		$8.93M Buy
317,627
+16,685
+6% +$519K 0.32% 62
2025
Q4 		$9.89M Buy
300,942
+3,409
+1% +$111K 0.38% 49
2025
Q3 		$9.46M Buy
297,533
+277,889
+1,415% +$8.47M 0.59% 26
2025
Q2 		$570K Sell
19,644
-4,765
-20% -$126K 0.05% 349
2025
Q1 		$611K Buy
24,409
+14,356
+143% +$393K 0.06% 316
2024
Q4 		$283K Sell
10,053
-471
-4% -$12.9K 0.03% 451
2024
Q3 		$273K Buy
10,524
+360
+4% +$9.06K 0.03% 413
2024
Q2 		$258K Sell
10,164
-24
-0.2% -$566 0.04% 332
2024
Q1 		$237K Sell
10,188
-140,428
-93% -$3.11M 0.05% 320
2023
Q4 		$3.14M Buy
+150,616
New +$2.91M 0.84% 23

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 $11.5B AUM 18.82% 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

Smartleaf Asset Management's SCHG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.5% in Q1 2026, buying an estimated $519K and bringing the position to 317,627 shares worth $8.93M. The position accounts for 0.32% of the portfolio, ranked #62.

Smartleaf Asset Management first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.89M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Smartleaf Asset Management held 317,627 shares of Schwab US Large-Cap Growth ETF worth $8.93M as of Q1 2026.
  • Smartleaf Asset Management bought 16,685 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $519K.
  • Schwab US Large-Cap Growth ETF made up 0.32% of Smartleaf Asset Management's portfolio in Q1 2026, its #62 holding.
  • Smartleaf Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Schwab US Large-Cap Growth ETF position peaked at $9.89M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.