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Stone House Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stone House Investment Management’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 		$83.6K Buy
2,871
+990
+53% +$30.8K 0.02% 134
2025
Q4 		$61.4K Buy
+1,881
New +$61.2K 0.01% 150
2025
Q2 		– Sell
-5,228
Closed -$131K – 567
2025
Q1 		$131K Buy
+5,228
New +$143K 0.03% 79

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

Stone House Investment Management's SCHG Position: Q1 2026 in Review

Stone House Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 53% in Q1 2026, buying an estimated $30.8K and bringing the position to 2,871 shares worth $83.6K. The position accounts for 0.02% of the portfolio, ranked #134.

Stone House Investment Management first reported a position in SCHG in Q1 2025 and has held it in 3 quarters since. The position peaked at $131K in Q1 2025. 1,615 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Stone House Investment Management held 2,871 shares of Schwab US Large-Cap Growth ETF worth $83.6K as of Q1 2026.
  • Stone House Investment Management bought 990 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $30.8K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #134 holding.
  • Stone House Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • Stone House Investment Management's Schwab US Large-Cap Growth ETF position peaked at $131K in Q1 2025.
  • 1,615 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.