VHAM
SCHG icon

Van Hulzen Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Van Hulzen Asset Management’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 		$521K Buy
17,873
+18
+0.1% +$560 0.04% 224
2025
Q4 		$582K Buy
17,855
+16
+0.1% +$520 0.04% 208
2025
Q3 		$569K Buy
17,839
+1,863
+12% +$56.8K 0.04% 215
2025
Q2 		$467K Buy
15,976
+557
+4% +$14.7K 0.04% 224
2025
Q1 		$386K Buy
15,419
+403
+3% +$11K 0.04% 229
2024
Q4 		$418K Hold
15,016
– – 0.03% 235
2024
Q3 		$391K Hold
15,016
– – 0.03% 235
2024
Q2 		$379K Hold
15,016
– – 0.03% 223
2024
Q1 		$348K Hold
15,016
– – 0.02% 250
2023
Q4 		$311K Hold
15,016
– – 0.02% 259
2023
Q3 		$273K Sell
15,016
-280
-2% -$5.27K 0.02% 257
2023
Q2 		$287K Sell
15,296
-56
-0.4% -$960 0.02% 245
2023
Q1 		$250K Hold
15,352
– – 0.02% 250
2022
Q4 		$213K Buy
15,352
+56
+0.4% +$805 0.02% 260
2022
Q3 		$213K Hold
15,296
– – 0.03% 249
2022
Q2 		$222K Hold
15,296
– – 0.03% 264
2022
Q1 		$286K Hold
15,296
– – 0.03% 243
2021
Q4 		$313K Hold
15,296
– – 0.03% 234
2021
Q3 		$283K Hold
15,296
– – 0.04% 219
2021
Q2 		$279K Hold
15,296
– – 0.04% 211
2021
Q1 		$248K Sell
15,296
-4,000
-21% -$65.1K 0.04% 218
2020
Q4 		$310K Sell
19,296
-520
-3% -$7.89K 0.05% 211
2020
Q3 		$285K Sell
19,816
-880
-4% -$12.3K 0.04% 199
2020
Q2 		$263K Hold
20,696
– – 0.04% 206
2020
Q1 		$206K Sell
20,696
-6,280
-23% -$71.6K 0.04% 228
2019
Q4 		$313K Sell
26,976
-1,720
-6% -$19K 0.06% 209
2019
Q3 		$301K Hold
28,696
– – 0.06% 203
2019
Q2 		$298K Sell
28,696
-744
-3% -$7.56K 0.07% 201
2019
Q1 		$292K Buy
29,440
+560
+2% +$5.3K 0.08% 178
2018
Q4 		$249K Buy
+28,880
New +$269K 0.07% 190

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

Van Hulzen Asset Management's SCHG Position: Q1 2026 in Review

Van Hulzen Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.1% in Q1 2026, buying an estimated $560 and bringing the position to 17,873 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #224.

Van Hulzen Asset Management first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $582K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Van Hulzen Asset Management held 17,873 shares of Schwab US Large-Cap Growth ETF worth $521K as of Q1 2026.
  • Van Hulzen Asset Management bought 18 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $560.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #224 holding.
  • Van Hulzen Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Van Hulzen Asset Management's Schwab US Large-Cap Growth ETF position peaked at $582K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.