TP
SCHG icon

Tranquility Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tranquility Partners’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 		$489K Buy
16,778
+353
+2% +$11K 0.18% 128
2025
Q4 		$536K Hold
16,425
– – 0.19% 118
2025
Q3 		$524K Sell
16,425
-80
-0.5% -$2.44K 0.18% 132
2025
Q2 		$482K Sell
16,505
-150
-0.9% -$3.97K 0.17% 136
2025
Q1 		$417K Hold
16,655
– – 0.16% 144
2024
Q4 		$464K Sell
16,655
-245
-1% -$6.7K 0.17% 131
2024
Q3 		$440K Sell
16,900
-780
-4% -$19.6K 0.16% 142
2024
Q2 		$446K Sell
17,680
-1,800
-9% -$42.5K 0.17% 133
2024
Q1 		$452K Sell
19,480
-1,032
-5% -$22.8K 0.17% 134
2023
Q4 		$425K Sell
20,512
-2,744
-12% -$53.1K 0.18% 127
2023
Q3 		$423K Buy
23,256
+2,744
+13% +$51.7K 0.18% 129
2023
Q2 		$384K Hold
20,512
– – 0.17% 139
2023
Q1 		$334K Hold
20,512
– – 0.16% 147
2022
Q4 		$285K Hold
20,512
– – 0.14% 148
2022
Q3 		$286K Buy
20,512
+24
+0.1% +$376 0.16% 142
2022
Q2 		$297K Sell
20,488
-23,040
-53% -$368K 0.15% 151
2022
Q1 		$814K Hold
43,528
– – 0.38% 71
2021
Q4 		$891K Hold
43,528
– – 0.41% 69
2021
Q3 		$806K Buy
43,528
+23,056
+113% +$439K 0.41% 72
2021
Q2 		$374K Hold
20,472
– – 0.21% 125
2021
Q1 		$332K Buy
20,472
+8
+0% +$130 0.21% 128
2020
Q4 		$328K Hold
20,464
– – 0.23% 115
2020
Q3 		$295K Hold
20,464
– – 0.25% 106
2020
Q2 		$260K Buy
+20,464
New +$239K 0.24% 116
2020
Q1 		– Sell
-26,784
Closed -$311K – 161
2019
Q4 		$311K Hold
26,784
– – 0.28% 108
2019
Q3 		$281K Hold
26,784
– – 0.3% 110
2019
Q2 		$279K Buy
+26,784
New +$272K 0.3% 108

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

Tranquility Partners's SCHG Position: Q1 2026 in Review

Tranquility Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q1 2026, buying an estimated $11K and bringing the position to 16,778 shares worth $489K. The position accounts for 0.18% of the portfolio, ranked #128.

Tranquility Partners first reported a position in SCHG in Q2 2019 and has held it in 27 quarters since. The position peaked at $891K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Tranquility Partners held 16,778 shares of Schwab US Large-Cap Growth ETF worth $489K as of Q1 2026.
  • Tranquility Partners bought 353 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $11K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Tranquility Partners's portfolio in Q1 2026, its #128 holding.
  • Tranquility Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • Tranquility Partners's Schwab US Large-Cap Growth ETF position peaked at $891K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.