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Stokes Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stokes Family Office’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 		$396K Sell
13,596
-1,647
-11% -$51.2K 0.04% 207
2025
Q4 		$497K Buy
15,243
+674
+5% +$21.9K 0.05% 194
2025
Q3 		$465K Hold
14,569
– – 0.04% 188
2025
Q2 		$426K Hold
14,569
– – 0.04% 178
2025
Q1 		$365K Hold
14,569
– – 0.04% 184
2024
Q4 		$406K Buy
14,569
+1,105
+8% +$30.2K 0.04% 178
2024
Q3 		$351K Sell
13,464
-80
-0.6% -$2.01K 0.04% 180
2024
Q2 		$341K Buy
13,544
+1,980
+17% +$46.7K 0.04% 177
2024
Q1 		$268K Sell
11,564
-596
-5% -$13.2K 0.03% 195
2023
Q4 		$252K Sell
12,160
-440
-3% -$8.51K 0.03% 189
2023
Q3 		$229K Hold
12,600
– – 0.03% 286
2023
Q2 		$236K Hold
12,600
– – 0.03% 273
2023
Q1 		$205K Buy
+12,600
New +$191K 0.03% 275
2022
Q4 		– Sell
-38,536
Closed -$538K – 296
2022
Q3 		$538K Buy
38,536
+36
+0.1% +$564 0.08% 145
2022
Q2 		$558K Sell
38,500
-9,648
-20% -$154K 0.08% 153
2022
Q1 		$901K Buy
48,148
+33,892
+238% +$618K 0.12% 113
2021
Q4 		$292K Buy
14,256
+1,888
+15% +$37.7K 0.04% 197
2021
Q3 		$229K Buy
+12,368
New +$236K 0.03% 206

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

Stokes Family Office's SCHG Position: Q1 2026 in Review

Stokes Family Office reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q1 2026, selling an estimated $51.2K and leaving 13,596 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #207.

Stokes Family Office first reported a position in SCHG in Q3 2021 and has held it in 18 quarters since. The position peaked at $901K in Q1 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Stokes Family Office held 13,596 shares of Schwab US Large-Cap Growth ETF worth $396K as of Q1 2026.
  • Stokes Family Office sold 1,647 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $51.2K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #207 holding.
  • Stokes Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • Stokes Family Office's Schwab US Large-Cap Growth ETF position peaked at $901K in Q1 2022.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.