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

Studio 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 		$287K Buy
9,836
+1,247
+15% +$38.8K 0.05% 155
2025
Q4 		$280K Buy
8,589
+783
+10% +$25.5K 0.05% 157
2025
Q3 		$249K Buy
7,806
+921
+13% +$28.1K 0.05% 159
2025
Q2 		$201K Buy
+6,885
New +$182K 0.04% 172

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

Studio Investment Management's SCHG Position: Q1 2026 in Review

Studio Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q1 2026, buying an estimated $38.8K and bringing the position to 9,836 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #155.

Studio Investment Management first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Studio Investment Management held 9,836 shares of Schwab US Large-Cap Growth ETF worth $287K as of Q1 2026.
  • Studio Investment Management bought 1,247 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $38.8K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Studio Investment Management's portfolio in Q1 2026, its #155 holding.
  • Studio Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Studio Investment Management's 13F filing for Q1 2026, filed 5 May 2026.