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Stephens Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stephens Inc’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 		$941K Buy
32,303
+998
+3% +$31K 0.01% 657
2025
Q4 		$1.02M Buy
31,305
+435
+1% +$14.1K 0.01% 623
2025
Q3 		$985K Buy
30,870
+1,737
+6% +$52.9K 0.01% 645
2025
Q2 		$851K Buy
29,133
+1,864
+7% +$49.3K 0.01% 670
2025
Q1 		$683K Buy
27,269
+4,634
+20% +$127K 0.01% 711
2024
Q4 		$631K Buy
22,635
+8,975
+66% +$245K 0.01% 754
2024
Q3 		$356K Buy
13,660
+712
+5% +$17.9K 0.01% 956
2024
Q2 		$326K Buy
12,948
+720
+6% +$17K 0.01% 969
2024
Q1 		$283K Hold
12,228
– – ﹤0.01% 1023
2023
Q4 		$254K Sell
12,228
-9,600
-44% -$186K ﹤0.01% 997
2023
Q3 		$397K Buy
21,828
+3,988
+22% +$75.1K 0.01% 806
2023
Q2 		$334K Buy
17,840
+1,380
+8% +$23.7K 0.01% 882
2023
Q1 		$268K Buy
16,460
+220
+1% +$3.34K 0.01% 926
2022
Q4 		$226K Sell
16,240
-2,560
-14% -$36.8K ﹤0.01% 958
2022
Q3 		$262K Buy
+18,800
New +$295K 0.01% 933

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

Stephens Inc's SCHG Position: Q1 2026 in Review

Stephens Inc increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.2% in Q1 2026, buying an estimated $31K and bringing the position to 32,303 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #657.

Stephens Inc first reported a position in SCHG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Stephens Inc held 32,303 shares of Schwab US Large-Cap Growth ETF worth $941K as of Q1 2026.
  • Stephens Inc bought 998 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $31K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #657 holding.
  • Stephens Inc first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Stephens Inc's Schwab US Large-Cap Growth ETF position peaked at $1.02M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.