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StoneX Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

StoneX Group’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 		$1.51M Buy
51,782
+17,237
+50% +$536K 0.08% 199
2025
Q4 		$1.13M Sell
34,545
-17,417
-34% -$566K 0.05% 315
2025
Q3 		$1.66M Sell
51,962
-30,246
-37% -$922K 0.07% 228
2025
Q2 		$2.4M Buy
82,208
+12,159
+17% +$321K 0.12% 155
2025
Q1 		$1.75M Buy
70,049
+5,917
+9% +$162K 0.1% 191
2024
Q4 		$1.79M Buy
+64,132
New +$1.75M 0.1% 183
2023
Q4 		– Sell
-39,232
Closed -$713K – 432
2023
Q3 		$713K Buy
+39,232
New +$738K 0.39% 62
2023
Q1 		– Sell
-41,576
Closed -$577K – 635
2022
Q4 		$577K Buy
41,576
+2,220
+6% +$31.9K 0.08% 194
2022
Q3 		$549K Buy
39,356
+1,040
+3% +$16.3K 0.1% 152
2022
Q2 		$555K Sell
38,316
-696
-2% -$11.1K 0.09% 163
2022
Q1 		$730K Sell
39,012
-292
-0.7% -$5.33K 0.07% 244
2021
Q4 		$805K Sell
39,304
-19,184
-33% -$383K 0.09% 208
2021
Q3 		$1.08M Buy
58,488
+3,544
+6% +$67.5K 0.16% 144
2021
Q2 		$1M Sell
54,944
-23,600
-30% -$408K 0.15% 149
2021
Q1 		$1.27M Buy
78,544
+8
+0% +$130 0.23% 84
2020
Q4 		$1.26M Sell
78,536
-448
-0.6% -$6.79K 0.28% 67
2020
Q3 		$1.14M Buy
78,984
+2,056
+3% +$28.7K 0.37% 58
2020
Q2 		$976K Buy
76,928
+36,184
+89% +$422K 0.37% 66
2020
Q1 		$406K Buy
40,744
+2,392
+6% +$27.3K 0.22% 138
2019
Q4 		$445K Buy
38,352
+10,792
+39% +$119K 0.18% 158
2019
Q3 		$289K Buy
27,560
+8
+0% +$84 0.18% 178
2019
Q2 		$287K Sell
27,552
-2,360
-8% -$24K 0.18% 172
2019
Q1 		$297K Sell
29,912
-600
-2% -$5.67K 0.23% 159
2018
Q4 		$264K Hold
30,512
– – 0.25% 153
2018
Q3 		$313K Hold
30,512
– – 0.23% 158
2018
Q2 		$289K Buy
30,512
+2,400
+9% +$22.3K 0.25% 162
2018
Q1 		$252K Buy
+28,112
New +$259K 0.24% 166

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

StoneX Group's SCHG Position: Q1 2026 in Review

StoneX Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 50% in Q1 2026, buying an estimated $536K and bringing the position to 51,782 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #199.

StoneX Group first reported a position in SCHG in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.4M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • StoneX Group held 51,782 shares of Schwab US Large-Cap Growth ETF worth $1.51M as of Q1 2026.
  • StoneX Group bought 17,237 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $536K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of StoneX Group's portfolio in Q1 2026, its #199 holding.
  • StoneX Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 27 quarters since.
  • StoneX Group's Schwab US Large-Cap Growth ETF position peaked at $2.4M in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.