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

Souders Financial 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 		$20M Buy
686,618
+13,208
+2% +$411K 2.28% 10
2025
Q4 		$22M Buy
673,410
+3,744
+0.6% +$122K 2.52% 9
2025
Q3 		$21.4M Sell
669,666
-18,808
-3% -$573K 2.54% 9
2025
Q2 		$20.1M Buy
688,474
+19,409
+3% +$513K 2.56% 9
2025
Q1 		$16.8M Sell
669,065
-1,164
-0.2% -$31.9K 2.34% 13
2024
Q4 		$18.7M Sell
670,229
-21,691
-3% -$593K 2.61% 9
2024
Q3 		$18M Sell
691,920
-58,380
-8% -$1.47M 2.51% 9
2024
Q2 		$18.9M Buy
750,300
+28,812
+4% +$680K 2.85% 9
2024
Q1 		$16.7M Sell
721,488
-38,424
-5% -$850K 2.64% 9
2023
Q4 		$15.8M Buy
759,912
+12,492
+2% +$242K 2.7% 9
2023
Q3 		$13.6M Sell
747,420
-70,336
-9% -$1.32M 2.61% 10
2023
Q2 		$15.3M Buy
817,756
+52,312
+7% +$897K 2.93% 8
2023
Q1 		$12.5M Buy
765,444
+94,336
+14% +$1.43M 2.65% 10
2022
Q4 		$9.32M Buy
671,108
+38,836
+6% +$558K 2.13% 10
2022
Q3 		$8.82M Buy
632,272
+40,536
+7% +$635K 2.4% 8
2022
Q2 		$8.58M Buy
591,736
+41,368
+8% +$661K 2.47% 8
2022
Q1 		$10.3M Buy
550,368
+30,288
+6% +$552K 2.98% 6
2021
Q4 		$10.6M Buy
520,080
+14,248
+3% +$285K 3.06% 6
2021
Q3 		$9.36M Buy
505,832
+11,672
+2% +$222K 3.02% 6
2021
Q2 		$9.02M Buy
494,160
+10,504
+2% +$182K 3.04% 6
2021
Q1 		$7.85M Sell
483,656
-195,552
-29% -$3.18M 3.07% 5
2020
Q4 		$10.9M Buy
679,208
+23,968
+4% +$363K 4.75% 5
2020
Q3 		$9.69M Buy
655,240
+34,920
+6% +$487K 4.58% 5
2020
Q2 		$7.87M Buy
620,320
+544,680
+720% +$6.35M 4.5% 5
2020
Q1 		$753K Buy
+75,640
New +$863K 0.66% 42

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

Souders Financial Advisors's SCHG Position: Q1 2026 in Review

Souders Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q1 2026, buying an estimated $411K and bringing the position to 686,618 shares worth $20M. The position accounts for 2.28% of the portfolio, ranked #10.

Souders Financial Advisors first reported a position in SCHG in Q1 2020 and has held it in 25 quarters since. The position peaked at $22M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Souders Financial Advisors held 686,618 shares of Schwab US Large-Cap Growth ETF worth $20M as of Q1 2026.
  • Souders Financial Advisors bought 13,208 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $411K.
  • Schwab US Large-Cap Growth ETF made up 2.28% of Souders Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Souders Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $22M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.