SRH Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $616K | Hold |
21,160
| – | – | 0.18% | 30 |
|
|
2025
Q4 | $690K | Hold |
21,160
| – | – | 0.2% | 26 |
|
|
2025
Q3 | $675K | Hold |
21,160
| – | – | 0.2% | 25 |
|
|
2025
Q2 | $618K | Hold |
21,160
| – | – | 0.19% | 27 |
|
|
2025
Q1 | $530K | Hold |
21,160
| – | – | 0.16% | 31 |
|
|
2024
Q4 | $590K | Hold |
21,160
| – | – | 0.17% | 30 |
|
|
2024
Q3 | $551K | Hold |
21,160
| – | – | 0.17% | 32 |
|
|
2024
Q2 | $533K | Hold |
21,160
| – | – | 0.18% | 32 |
|
|
2024
Q1 | $490K | Sell |
21,160
-1,600
| -7% | -$35.4K | 0.16% | 36 |
|
|
2023
Q4 | $472K | Hold |
22,760
| – | – | 0.16% | 35 |
|
|
2023
Q3 | $414K | Hold |
22,760
| – | – | 0.2% | 36 |
|
|
2023
Q2 | $371K | Hold |
22,760
| – | – | 0.2% | 38 |
|
|
2023
Q1 | $371K | Hold |
22,760
| – | – | 0.2% | 38 |
|
|
2022
Q4 | $316K | Hold |
22,760
| – | – | 0.18% | 43 |
|
|
2022
Q3 | $318K | Hold |
22,760
| – | – | 0.41% | 38 |
|
|
2022
Q2 | $330K | Hold |
22,760
| – | – | 0.41% | 40 |
|
|
2022
Q1 | $426K | Hold |
22,760
| – | – | 0.47% | 36 |
|
|
2021
Q4 | $466K | Hold |
22,760
| – | – | 0.53% | 34 |
|
|
2021
Q3 | $421K | Hold |
22,760
| – | – | 0.51% | 35 |
|
|
2021
Q2 | $415K | Hold |
22,760
| – | – | 0.52% | 34 |
|
|
2021
Q1 | $369K | Hold |
22,760
| – | – | 0.52% | 32 |
|
|
2020
Q4 | $365K | Hold |
22,760
| – | – | 0.6% | 27 |
|
|
2020
Q3 | $328K | Sell |
22,760
-3,512
| -13% | -$49K | 0.63% | 27 |
|
|
2020
Q2 | $333K | Buy |
26,272
+8
| +0% | +$93 | 0.83% | 23 |
|
|
2020
Q1 | $261K | Buy |
26,264
+8
| +0% | +$91 | 0.73% | 28 |
|
|
2019
Q4 | $305K | Buy |
26,256
+16
| +0.1% | +$176 | 0.98% | 22 |
|
|
2019
Q3 | $276K | Buy |
26,240
+8
| +0% | +$84 | 0.93% | 24 |
|
|
2019
Q2 | $273K | Hold |
26,232
| – | – | 0.93% | 24 |
|
|
2019
Q1 | $260K | Buy |
26,232
+16
| +0.1% | +$151 | 0.92% | 24 |
|
|
2018
Q4 | $226K | Buy |
26,216
+16
| +0.1% | +$149 | 0.87% | 26 |
|
|
2018
Q3 | $269K | Buy |
26,200
+8
| +0% | +$80 | 0.92% | 24 |
|
|
2018
Q2 | $248K | Hold |
26,192
| – | – | 0.93% | 22 |
|
|
2018
Q1 | $235K | Buy |
26,192
+8
| +0% | +$74 | 0.93% | 24 |
|
|
2017
Q4 | $231K | Sell |
26,184
-48
| -0.2% | -$413 | 0.91% | 24 |
|
|
2017
Q3 | $217K | Buy |
26,232
+3,472
| +15% | +$28.2K | 0.92% | 25 |
|
|
2017
Q2 | $180K | Hold |
22,760
| – | – | 0.86% | 30 |
|
|
2017
Q1 | $172K | Hold |
22,760
| – | – | 0.8% | 31 |
|
|
2016
Q4 | $159K | Hold |
22,760
| – | – | 0.79% | 34 |
|
|
2016
Q3 | $158K | Hold |
22,760
| – | – | 0.82% | 33 |
|
|
2016
Q2 | $149K | Hold |
22,760
| – | – | 0.79% | 33 |
|
|
2016
Q1 | $149K | Hold |
22,760
| – | – | 0.82% | 34 |
|
|
2015
Q4 | $150K | Hold |
22,760
| – | – | 0.88% | 30 |
|
|
2015
Q3 | $142K | Buy |
+22,760
| New | +$151K | 0.83% | 29 |
|
Other funds holding SCHG
MG
VIA
SRH Advisors's SCHG Position: Q1 2026 in Review
SRH Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 21,160 shares worth $616K. The position accounts for 0.18% of the portfolio, ranked #30.
SRH Advisors first reported a position in SCHG in Q3 2015 and has held it in 43 quarters since. The position peaked at $690K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.
- SRH Advisors held 21,160 shares of Schwab US Large-Cap Growth ETF worth $616K as of Q1 2026.
- SRH Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
- Schwab US Large-Cap Growth ETF made up 0.18% of SRH Advisors's portfolio in Q1 2026, its #30 holding.
- SRH Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2015 and has held it in 43 quarters since.
- SRH Advisors's Schwab US Large-Cap Growth ETF position peaked at $690K in Q4 2025.
- 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.
Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.