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United Advisor Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

United Advisor 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 		$6.88M Buy
236,186
+151,503
+179% +$4.71M 0.85% 22
2025
Q4 		$2.76M Sell
84,683
-690
-0.8% -$22.4K 0.34% 75
2025
Q3 		$2.72M Buy
85,373
+106
+0.1% +$3.23K 0.37% 71
2025
Q2 		$2.49M Buy
85,267
+52,040
+157% +$1.38M 0.43% 64
2025
Q1 		$832K Sell
33,227
-6,934
-17% -$190K 0.17% 133
2024
Q4 		$1.12M Buy
40,161
+19,709
+96% +$539K 0.22% 110
2024
Q3 		$533K Sell
20,452
-15,964
-44% -$402K 0.12% 179
2024
Q2 		$918K Buy
36,416
+14,588
+67% +$344K 0.29% 85
2024
Q1 		$506K Buy
+21,828
New +$483K 0.19% 113

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

United Advisor Group's SCHG Position: Q1 2026 in Review

United Advisor Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 179% in Q1 2026, buying an estimated $4.71M and bringing the position to 236,186 shares worth $6.88M. The position accounts for 0.85% of the portfolio, ranked #22.

United Advisor Group first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • United Advisor Group held 236,186 shares of Schwab US Large-Cap Growth ETF worth $6.88M as of Q1 2026.
  • United Advisor Group bought 151,503 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.71M.
  • Schwab US Large-Cap Growth ETF made up 0.85% of United Advisor Group's portfolio in Q1 2026, its #22 holding.
  • United Advisor Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.