SFC
SCHG icon

Summit Financial Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summit Financial Consulting’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 		$322K Buy
11,064
+61
+0.6% +$1.9K 0.23% 35
2025
Q4 		$359K Buy
11,003
+4,361
+66% +$142K 0.26% 32
2025
Q3 		$212K Buy
+6,642
New +$202K 0.17% 40
2025
Q2 		– Sell
-12,954
Closed -$324K – 46
2025
Q1 		$324K Buy
+12,954
New +$355K 0.3% 32

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

Summit Financial Consulting's SCHG Position: Q1 2026 in Review

Summit Financial Consulting increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.55% in Q1 2026, buying an estimated $1.9K and bringing the position to 11,064 shares worth $322K. The position accounts for 0.23% of the portfolio, ranked #35.

Summit Financial Consulting first reported a position in SCHG in Q1 2025 and has held it in 4 quarters since. The position peaked at $359K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Summit Financial Consulting held 11,064 shares of Schwab US Large-Cap Growth ETF worth $322K as of Q1 2026.
  • Summit Financial Consulting bought 61 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.9K.
  • Schwab US Large-Cap Growth ETF made up 0.23% of Summit Financial Consulting's portfolio in Q1 2026, its #35 holding.
  • Summit Financial Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • Summit Financial Consulting's Schwab US Large-Cap Growth ETF position peaked at $359K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.