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Steward Partners Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Steward Partners Investment Advisory’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 		$6.1M Sell
209,551
-600
-0.3% -$18.7K 0.03% 446
2025
Q4 		$6.86M Sell
210,151
-256
-0.1% -$8.33K 0.04% 396
2025
Q3 		$6.71M Buy
210,407
+12,452
+6% +$380K 0.04% 395
2025
Q2 		$5.78M Buy
197,955
+43,414
+28% +$1.15M 0.05% 385
2025
Q1 		$3.87M Sell
154,541
-21,972
-12% -$602K 0.03% 465
2024
Q4 		$4.92M Buy
176,513
+629
+0.4% +$17.2K 0.04% 376
2024
Q3 		$4.58M Sell
175,884
-19,372
-10% -$488K 0.04% 385
2024
Q2 		$4.92M Sell
195,256
-6,136
-3% -$145K 0.05% 339
2024
Q1 		$4.67M Buy
201,392
+149,112
+285% +$3.3M 0.05% 347
2023
Q4 		$1.08M Buy
52,280
+3,048
+6% +$59K 0.01% 693
2023
Q3 		$895K Sell
49,232
-1,968
-4% -$37K 0.01% 717
2023
Q2 		$959K Buy
51,200
+1,612
+3% +$27.6K 0.01% 701
2023
Q1 		$808K Buy
49,588
+6,936
+16% +$105K 0.01% 761
2022
Q4 		$592K Sell
42,652
-308
-0.7% -$4.43K 0.01% 836
2022
Q3 		$599K Buy
42,960
+1,016
+2% +$15.9K 0.01% 798
2022
Q2 		$608K Buy
41,944
+1,172
+3% +$18.7K 0.01% 791
2022
Q1 		$763K Buy
40,772
+460
+1% +$8.39K 0.01% 776
2021
Q4 		$825K Buy
40,312
+120
+0.3% +$2.4K 0.01% 761
2021
Q3 		$744K Buy
40,192
+992
+3% +$18.9K 0.01% 767
2021
Q2 		$715K Sell
39,200
-1,648
-4% -$28.5K 0.01% 800
2021
Q1 		$663K Buy
40,848
+2,544
+7% +$41.4K 0.01% 781
2020
Q4 		$615K Buy
38,304
+17,032
+80% +$258K 0.01% 698
2020
Q3 		$306K Buy
21,272
+368
+2% +$5.13K 0.01% 810
2020
Q2 		$265K Buy
20,904
+16
+0.1% +$187 0.01% 792
2020
Q1 		$207K Sell
20,888
-776
-4% -$8.85K 0.01% 780
2019
Q4 		$251K Buy
21,664
+9,112
+73% +$100K 0.01% 817
2019
Q3 		$131K Buy
12,552
+4,600
+58% +$48.5K ﹤0.01% 988
2019
Q2 		$82K Buy
+7,952
New +$80.8K ﹤0.01% 1133
2018
Q4 		– Sell
-7,952
Closed -$82K – 1901
2018
Q3 		$82K Buy
7,952
+1,552
+24% +$15.5K ﹤0.01% 997
2018
Q2 		$61K Hold
6,400
– – ﹤0.01% 1023
2018
Q1 		$57K Hold
6,400
– – ﹤0.01% 963
2017
Q4 		$56K Buy
+6,400
New +$55K ﹤0.01% 794

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

Steward Partners Investment Advisory's SCHG Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.29% in Q1 2026, selling an estimated $18.7K and leaving 209,551 shares worth $6.1M. The position accounts for 0.03% of the portfolio, ranked #446.

Steward Partners Investment Advisory first reported a position in SCHG in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.86M in Q4 2025. 1,615 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Steward Partners Investment Advisory held 209,551 shares of Schwab US Large-Cap Growth ETF worth $6.1M as of Q1 2026.
  • Steward Partners Investment Advisory sold 600 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $18.7K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #446 holding.
  • Steward Partners Investment Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Schwab US Large-Cap Growth ETF position peaked at $6.86M in Q4 2025.
  • 1,615 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.