UCFA
SCHG icon

United Capital Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

United Capital Financial Advisors’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 		$84.7M Buy
2,907,132
+59,169
+2% +$1.84M 0.52% 37
2025
Q4 		$92.9M Buy
2,847,963
+887,615
+45% +$28.9M 0.56% 34
2025
Q3 		$62.6M Sell
1,960,348
-63,201
-3% -$1.93M 0.45% 42
2025
Q2 		$59.1M Sell
2,023,549
-172,890
-8% -$4.57M 0.48% 40
2025
Q1 		$55M Sell
2,196,439
-35,884
-2% -$983K 0.47% 40
2024
Q4 		$62.2M Sell
2,232,323
-47,645
-2% -$1.3M 0.53% 41
2024
Q3 		$59.4M Sell
2,279,968
-107,632
-5% -$2.71M 0.49% 46
2024
Q2 		$60.2M Sell
2,387,600
-64,080
-3% -$1.51M 0.52% 45
2024
Q1 		$56.8M Sell
2,451,680
-68,748
-3% -$1.52M 0.47% 46
2023
Q4 		$52.3M Sell
2,520,428
-224,068
-8% -$4.33M 0.43% 47
2023
Q3 		$49.9M Sell
2,744,496
-160,000
-6% -$3.01M 0.33% 68
2023
Q2 		$54.4M Sell
2,904,496
-261,956
-8% -$4.49M 0.3% 69
2023
Q1 		$51.6M Sell
3,166,452
-113,460
-3% -$1.72M 0.29% 72
2022
Q4 		$45.6M Sell
3,279,912
-517,236
-14% -$7.44M 0.26% 81
2022
Q3 		$53M Sell
3,797,148
-329,480
-8% -$5.16M 0.31% 69
2022
Q2 		$59.8M Sell
4,126,628
-95,708
-2% -$1.53M 0.33% 68
2022
Q1 		$79M Sell
4,222,336
-203,568
-5% -$3.71M 0.38% 50
2021
Q4 		$90.6M Sell
4,425,904
-211,336
-5% -$4.22M 0.42% 45
2021
Q3 		$85.8M Sell
4,637,240
-282,504
-6% -$5.38M 0.43% 44
2021
Q2 		$89.8M Sell
4,919,744
-303,712
-6% -$5.25M 0.45% 42
2021
Q1 		$84.7M Sell
5,223,456
-238,432
-4% -$3.88M 0.47% 42
2020
Q4 		$87.7M Sell
5,461,888
-372,664
-6% -$5.65M 0.53% 34
2020
Q3 		$84M Sell
5,834,552
-990,472
-15% -$13.8M 0.55% 29
2020
Q2 		$86.6M Sell
6,825,024
-517,576
-7% -$6.03M 0.63% 20
2020
Q1 		$73.1M Sell
7,342,600
-86,808
-1% -$990K 0.6% 24
2019
Q4 		$86.3M Buy
7,429,408
+141,520
+2% +$1.56M 0.56% 27
2019
Q3 		$76.5M Buy
7,287,888
+210,480
+3% +$2.22M 0.54% 28
2019
Q2 		$73.6M Buy
7,077,408
+307,168
+5% +$3.12M 0.48% 37
2019
Q1 		$67.2M Buy
6,770,240
+531,552
+9% +$5.03M 0.47% 36
2018
Q4 		$53.8M Sell
6,238,688
-58,272
-0.9% -$543K 0.43% 49
2018
Q3 		$64.6M Sell
6,296,960
-224,912
-3% -$2.24M 0.45% 43
2018
Q2 		$61.8M Buy
6,521,872
+260,208
+4% +$2.42M 0.46% 41
2018
Q1 		$56.1M Buy
6,261,664
+5,079,008
+429% +$46.8M 0.43% 45
2017
Q4 		$10.5M Buy
1,182,656
+10,968
+0.9% +$94.3K 0.08% 290
2017
Q3 		$9.68M Sell
1,171,688
-3,640
-0.3% -$29.5K 0.08% 290
2017
Q2 		$9.29M Buy
1,175,328
+87,232
+8% +$680K 0.08% 280
2017
Q1 		$8.23M Sell
1,088,096
-22,272
-2% -$165K 0.08% 300
2016
Q4 		$7.75M Buy
1,110,368
+101,216
+10% +$700K 0.08% 309
2016
Q3 		$7M Sell
1,009,152
-192,288
-16% -$1.32M 0.07% 326
2016
Q2 		$7.81M Sell
1,201,440
-80,656
-6% -$530K 0.08% 297
2016
Q1 		$8.4M Sell
1,282,096
-284,536
-18% -$1.76M 0.09% 241
2015
Q4 		$10.3M Sell
1,566,632
-268,880
-15% -$1.79M 0.12% 190
2015
Q3 		$11.5M Sell
1,835,512
-160,208
-8% -$1.07M 0.14% 162
2015
Q2 		$13.4M Sell
1,995,720
-166,704
-8% -$1.14M 0.16% 154
2015
Q1 		$14.5M Buy
2,162,424
+59,344
+3% +$393K 0.18% 136
2014
Q4 		$13.6M Buy
2,103,080
+542,216
+35% +$3.41M 0.2% 126
2014
Q3 		$9.6M Buy
1,560,864
+50,872
+3% +$313K 0.17% 158
2014
Q2 		$9.16M Buy
1,509,992
+3,776
+0.3% +$22.1K 0.17% 157
2014
Q1 		$8.66M Buy
1,506,216
+93,680
+7% +$532K 0.18% 131
2013
Q4 		$7.99M Buy
1,412,536
+378,096
+37% +$2.04M 0.27% 103
2013
Q3 		$5.31M Buy
1,034,440
+185,992
+22% +$938K 0.17% 137
2013
Q2 		$4.04M Buy
+848,448
New +$4.06M 0.11% 219

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 Capital Financial Advisors's SCHG Position: Q1 2026 in Review

United Capital Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q1 2026, buying an estimated $1.84M and bringing the position to 2,907,132 shares worth $84.7M. The position accounts for 0.52% of the portfolio, ranked #37.

United Capital Financial Advisors first reported a position in SCHG in Q2 2013 and has held it in 52 quarters since. The position peaked at $92.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • United Capital Financial Advisors held 2,907,132 shares of Schwab US Large-Cap Growth ETF worth $84.7M as of Q1 2026.
  • United Capital Financial Advisors bought 59,169 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.84M.
  • Schwab US Large-Cap Growth ETF made up 0.52% of United Capital Financial Advisors's portfolio in Q1 2026, its #37 holding.
  • United Capital Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $92.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.