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

Stifel Financial’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 		$61.2M Sell
2,101,630
-73,491
-3% -$2.28M 0.06% 318
2025
Q4 		$71M Sell
2,175,121
-7,754
-0.4% -$252K 0.06% 290
2025
Q3 		$69.7M Buy
2,182,875
+57,878
+3% +$1.76M 0.06% 298
2025
Q2 		$62.1M Sell
2,124,997
-182,181
-8% -$4.82M 0.06% 306
2025
Q1 		$57.8M Buy
2,307,178
+636,065
+38% +$17.4M 0.06% 304
2024
Q4 		$46.6M Buy
1,671,113
+37,261
+2% +$1.02M 0.05% 335
2024
Q3 		$42.6M Buy
1,633,852
+59,056
+4% +$1.49M 0.04% 357
2024
Q2 		$39.7M Sell
1,574,796
-928,368
-37% -$21.9M 0.04% 350
2024
Q1 		$58M Buy
2,503,164
+1,010,440
+68% +$22.3M 0.07% 278
2023
Q4 		$31M Buy
1,492,724
+368,576
+33% +$7.13M 0.04% 384
2023
Q3 		$20.4M Buy
1,124,148
+46,060
+4% +$867K 0.03% 459
2023
Q2 		$20.2M Sell
1,078,088
-29,872
-3% -$512K 0.03% 475
2023
Q1 		$18.1M Buy
1,107,960
+206,528
+23% +$3.13M 0.03% 492
2022
Q4 		$12.5M Buy
901,432
+811,496
+902% +$11.7M 0.02% 591
2022
Q3 		$1.25M Buy
89,936
+6,688
+8% +$105K ﹤0.01% 1798
2022
Q2 		$1.21M Sell
83,248
-10,276
-11% -$164K ﹤0.01% 1858
2022
Q1 		$1.75M Sell
93,524
-4,948
-5% -$90.2K ﹤0.01% 1712
2021
Q4 		$2.02M Buy
98,472
+11,200
+13% +$224K ﹤0.01% 1606
2021
Q3 		$1.62M Buy
87,272
+9,688
+12% +$185K ﹤0.01% 1727
2021
Q2 		$1.42M Buy
77,584
+14,344
+23% +$248K ﹤0.01% 1842
2021
Q1 		$1.03M Buy
63,240
+4,992
+9% +$81.2K ﹤0.01% 1974
2020
Q4 		$935K Buy
58,248
+8,296
+17% +$126K ﹤0.01% 1893
2020
Q3 		$719K Sell
49,952
-2,032
-4% -$28.3K ﹤0.01% 1857
2020
Q2 		$660K Sell
51,984
-1,440
-3% -$16.8K ﹤0.01% 1839
2020
Q1 		$532K Buy
53,424
+4,904
+10% +$55.9K ﹤0.01% 1824
2019
Q4 		$563K Buy
48,520
+10,728
+28% +$118K ﹤0.01% 2173
2019
Q3 		$398K Buy
37,792
+3,912
+12% +$41.2K ﹤0.01% 2287
2019
Q2 		$352K Sell
33,880
-1,712
-5% -$17.4K ﹤0.01% 2407
2019
Q1 		$353K Buy
+35,592
New +$337K ﹤0.01% 2265

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

Stifel Financial's SCHG Position: Q1 2026 in Review

Stifel Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q1 2026, selling an estimated $2.28M and leaving 2,101,630 shares worth $61.2M. The position accounts for 0.06% of the portfolio, ranked #318.

Stifel Financial first reported a position in SCHG in Q1 2019 and has held it in 29 quarters since. The position peaked at $71M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Stifel Financial held 2,101,630 shares of Schwab US Large-Cap Growth ETF worth $61.2M as of Q1 2026.
  • Stifel Financial sold 73,491 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.28M.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Stifel Financial's portfolio in Q1 2026, its #318 holding.
  • Stifel Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Stifel Financial's Schwab US Large-Cap Growth ETF position peaked at $71M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.