VA
SCHG icon

Valmark Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Valmark Advisers’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 		$1.61M Buy
55,272
+5,427
+11% +$169K 0.02% 278
2025
Q4 		$1.63M Buy
49,845
+628
+1% +$20.4K 0.02% 276
2025
Q3 		$1.57M Buy
49,217
+6,887
+16% +$210K 0.02% 268
2025
Q2 		$1.24M Sell
42,330
-3,257
-7% -$86.1K 0.02% 299
2025
Q1 		$1.14M Sell
45,587
-126
-0.3% -$3.45K 0.02% 291
2024
Q4 		$1.27M Sell
45,713
-13,167
-22% -$360K 0.02% 273
2024
Q3 		$1.53M Sell
58,880
-11,404
-16% -$287K 0.02% 233
2024
Q2 		$1.77M Buy
70,284
+49,756
+242% +$1.17M 0.03% 194
2024
Q1 		$476K Buy
20,528
+4,152
+25% +$91.8K 0.01% 388
2023
Q4 		$340K Buy
16,376
+3,868
+31% +$74.8K 0.01% 405
2023
Q3 		$227K Buy
12,508
+1,480
+13% +$27.9K ﹤0.01% 444
2023
Q2 		$207K Buy
+11,028
New +$189K ﹤0.01% 460
2022
Q2 		– Sell
-11,308
Closed -$211K – 430
2022
Q1 		$211K Sell
11,308
-4
-0% -$73 ﹤0.01% 413
2021
Q4 		$231K Sell
11,312
-256
-2% -$5.12K ﹤0.01% 382
2021
Q3 		$214K Hold
11,568
– – ﹤0.01% 373
2021
Q2 		$211K Buy
+11,568
New +$200K ﹤0.01% 376

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

Valmark Advisers's SCHG Position: Q1 2026 in Review

Valmark Advisers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q1 2026, buying an estimated $169K and bringing the position to 55,272 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #278.

Valmark Advisers first reported a position in SCHG in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.77M in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Valmark Advisers held 55,272 shares of Schwab US Large-Cap Growth ETF worth $1.61M as of Q1 2026.
  • Valmark Advisers bought 5,427 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $169K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #278 holding.
  • Valmark Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 16 quarters since.
  • Valmark Advisers's Schwab US Large-Cap Growth ETF position peaked at $1.77M in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.