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

Snowden Capital 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	$2.45M	Buy	84,009 +3,289	+4%	+$102K	0.07%	299
2025 Q4	$2.63M	Buy	80,720 +7,203	+10%	+$234K	0.07%	276
2025 Q3	$2.35M	Sell	73,517 -9,842	-12%	-$300K	0.06%	291
2025 Q2	$2.43M	Buy	83,359 +2,827	+4%	+$74.7K	0.07%	264
2025 Q1	$2.02M	Buy	80,532 +3,257	+4%	+$89.2K	0.06%	301
2024 Q4	$2.15M	Sell	77,275 -1,705	-2%	-$46.6K	0.07%	283
2024 Q3	$2.06M	Sell	78,980 -2,040	-3%	-$51.3K	0.06%	316
2024 Q2	$2.04M	Sell	81,020 -484	-0.6%	-$11.4K	0.06%	316
2024 Q1	$1.89M	Buy	+81,504	New	+$1.8M	0.06%	336

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

Snowden Capital Advisors's SCHG Position: Q1 2026 in Review

Snowden Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.1% in Q1 2026, buying an estimated $102K and bringing the position to 84,009 shares worth $2.45M. The position accounts for 0.07% of the portfolio, ranked #299.

Snowden Capital Advisors first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Snowden Capital Advisors held 84,009 shares of Schwab US Large-Cap Growth ETF worth $2.45M as of Q1 2026.
Snowden Capital Advisors bought 3,289 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $102K.
Schwab US Large-Cap Growth ETF made up 0.07% of Snowden Capital Advisors's portfolio in Q1 2026, its #299 holding.
Snowden Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Snowden Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.63M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.