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

Sun Financial’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 		$1.05M Sell
30,401
-1,417
-4% -$44K 0.53% 61
2025
Q4 		$1.04M Buy
+31,818
New +$1.03M 0.58% 62

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $445B AUM 25.58% 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 $13.4B AUM 22.25% 1-Year Est. Return

Sun Financial's SCHG Position: Q1 2026 in Review

Sun Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.5% in Q1 2026, selling an estimated $44K and leaving 30,401 shares worth $1.05M. The position accounts for 0.53% of the portfolio, ranked #61.

Sun Financial first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. 1,622 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Sun Financial held 30,401 shares of Schwab US Large-Cap Growth ETF worth $1.05M as of Q1 2026.
  • Sun Financial sold 1,417 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $44K.
  • Schwab US Large-Cap Growth ETF made up 0.53% of Sun Financial's portfolio in Q1 2026, its #61 holding.
  • Sun Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.