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

TSG Advice 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	$47.5M	Buy	+1,631,361	New	+$50.7M	7.12%	3

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TSG Advice Partners's SCHG Position: Q1 2026 in Review

TSG Advice Partners opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 1,631,361 shares worth $47.5M. The stake represents 7.12% of the portfolio and ranks #3 among its holdings.

1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

TSG Advice Partners held 1,631,361 shares of Schwab US Large-Cap Growth ETF worth $47.5M as of Q1 2026.
Schwab US Large-Cap Growth ETF was a new TSG Advice Partners position in Q1 2026.
Schwab US Large-Cap Growth ETF made up 7.12% of TSG Advice Partners's portfolio in Q1 2026, its #3 holding.
1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.