TFG
SCHG icon

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

Tull Financial Group’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 		$415K Sell
14,261
-649
-4% -$20.2K 0.19% 20
2025
Q4 		$486K Buy
14,910
+4,000
+37% +$130K 0.21% 20
2025
Q3 		$348K Buy
10,910
+519
+5% +$15.8K 0.15% 20
2025
Q2 		$304K Buy
+10,391
New +$275K 0.14% 24
2025
Q1 		– Sell
-7,560
Closed -$211K – 28
2024
Q4 		$211K Buy
+7,560
New +$207K 0.13% 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

Tull Financial Group's SCHG Position: Q1 2026 in Review

Tull Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.4% in Q1 2026, selling an estimated $20.2K and leaving 14,261 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #20.

Tull Financial Group first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $486K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Tull Financial Group held 14,261 shares of Schwab US Large-Cap Growth ETF worth $415K as of Q1 2026.
  • Tull Financial Group sold 649 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $20.2K.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Tull Financial Group's portfolio in Q1 2026, its #20 holding.
  • Tull Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Tull Financial Group's Schwab US Large-Cap Growth ETF position peaked at $486K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.