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

SYM Financial Corp’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 		$644K Hold
22,124
– – 0.06% 97
2025
Q4 		$722K Sell
22,124
-432
-2% -$14.1K 0.07% 78
2025
Q3 		$720K Hold
22,556
– – 0.08% 77
2025
Q2 		$659K Hold
22,556
– – 0.07% 94
2025
Q1 		$565K Hold
22,556
– – 0.07% 92
2024
Q4 		$629K Sell
22,556
-600
-3% -$16.4K 0.08% 75
2024
Q3 		$603K Sell
23,156
-2,936
-11% -$73.9K 0.08% 62
2024
Q2 		$658K Sell
26,092
-14,032
-35% -$331K 0.1% 46
2024
Q1 		$930K Sell
40,124
-45,024
-53% -$996K 0.15% 31
2023
Q4 		$1.77M Sell
85,148
-14,036
-14% -$272K 0.29% 24
2023
Q3 		$1.8M Buy
99,184
+91,412
+1,176% +$1.72M 0.32% 22
2023
Q2 		$146K Hold
7,772
– – 0.03% 67
2023
Q1 		$127K Sell
7,772
-536
-6% -$8.13K 0.03% 66
2022
Q4 		$115K Buy
8,308
+208
+3% +$2.99K 0.03% 70
2022
Q3 		$113K Buy
8,100
+328
+4% +$5.14K 0.05% 63
2022
Q2 		$113K Sell
7,772
-9,092
-54% -$145K 0.05% 65
2022
Q1 		$315K Buy
16,864
+432
+3% +$7.88K 0.14% 35
2021
Q4 		$336K Hold
16,432
– – 0.13% 31
2021
Q3 		$304K Hold
16,432
– – 0.18% 33
2021
Q2 		$300K Hold
16,432
– – 0.17% 29
2021
Q1 		$267K Sell
16,432
-552
-3% -$8.98K 0.15% 29
2020
Q4 		$273K Buy
+16,984
New +$258K 0.2% 26

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

SYM Financial Corp's SCHG Position: Q1 2026 in Review

SYM Financial Corp held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 22,124 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #97.

SYM Financial Corp first reported a position in SCHG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.8M in Q3 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • SYM Financial Corp held 22,124 shares of Schwab US Large-Cap Growth ETF worth $644K as of Q1 2026.
  • SYM Financial Corp left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.06% of SYM Financial Corp's portfolio in Q1 2026, its #97 holding.
  • SYM Financial Corp first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • SYM Financial Corp's Schwab US Large-Cap Growth ETF position peaked at $1.8M in Q3 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.