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

Strategic Equity 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 		$309K Hold
10,623
– – 0.12% 55
2025
Q4 		$347K Hold
10,623
– – 0.12% 52
2025
Q3 		$339K Hold
10,623
– – 0.13% 48
2025
Q2 		$310K Hold
10,623
– – 0.11% 56
2025
Q1 		$266K Hold
10,623
– – 0.11% 52
2024
Q4 		$296K Buy
10,623
+1,035
+11% +$28.3K 0.12% 47
2024
Q3 		$250K Hold
9,588
– – 0.12% 49
2024
Q2 		$242K Buy
+9,588
New +$226K 0.16% 41

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

Strategic Equity Management's SCHG Position: Q1 2026 in Review

Strategic Equity Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 10,623 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #55.

Strategic Equity Management first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $347K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Strategic Equity Management held 10,623 shares of Schwab US Large-Cap Growth ETF worth $309K as of Q1 2026.
  • Strategic Equity Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Strategic Equity Management's portfolio in Q1 2026, its #55 holding.
  • Strategic Equity Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Strategic Equity Management's Schwab US Large-Cap Growth ETF position peaked at $347K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.