Strategic Advocates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Strategic Advocates’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	–	Sell	-75,085	Closed	-$2.47M	–	540
2025 Q4	$2.47M	Sell	75,085 -1	-0%	-$33	0.63%	26
2025 Q3	$2.4M	Sell	75,086 -423	-0.6%	-$12.9K	0.62%	27
2025 Q2	$2.21M	Sell	75,509 -690	-0.9%	-$18.2K	0.65%	28
2025 Q1	$1.91M	Sell	76,199 -1,515	-2%	-$41.5K	0.66%	28
2024 Q4	$2.17M	Sell	77,714 -33,546	-30%	-$917K	0.73%	23
2024 Q3	$2.9M	Sell	111,260 -12,864	-10%	-$324K	1.04%	19
2024 Q2	$3.13M	Sell	124,124 -31,720	-20%	-$748K	1.24%	17
2024 Q1	$3.61M	Sell	155,844 -722,848	-82%	-$16M	1.39%	14
2023 Q4	$18.2M	Sell	878,692 -57,560	-6%	-$1.11M	7.74%	1
2023 Q3	$17M	Buy	+936,252	New	+$17.6M	8.01%	1

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Strategic Advocates's SCHG Position: Q1 2026 in Review

Strategic Advocates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 75,085 shares — an estimated $2.47M sold.

Strategic Advocates first reported a position in SCHG in Q3 2023 and held it in 10 quarters. The position peaked at $18.2M in Q4 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Strategic Advocates reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 75,085 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.47M.
Strategic Advocates first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 10 quarters.
Strategic Advocates's Schwab US Large-Cap Growth ETF position peaked at $18.2M in Q4 2023.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.