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Vestmark Advisory Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Vestmark Advisory Solutions’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 		$3.68M Buy
126,282
+32,473
+35% +$1.01M 0.04% 423
2025
Q4 		$3.06M Sell
93,809
-150,664
-62% -$4.9M 0.04% 444
2025
Q3 		$7.8M Buy
244,473
+68,529
+39% +$2.09M 0.15% 143
2025
Q2 		$5.14M Buy
175,944
+97,686
+125% +$2.58M 0.07% 194
2025
Q1 		$1.96M Buy
+78,258
New +$2.14M 0.05% 322

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

Vestmark Advisory Solutions's SCHG Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 35% in Q1 2026, buying an estimated $1.01M and bringing the position to 126,282 shares worth $3.68M. The position accounts for 0.04% of the portfolio, ranked #423.

Vestmark Advisory Solutions first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.8M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Vestmark Advisory Solutions held 126,282 shares of Schwab US Large-Cap Growth ETF worth $3.68M as of Q1 2026.
  • Vestmark Advisory Solutions bought 32,473 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.01M.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #423 holding.
  • Vestmark Advisory Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Vestmark Advisory Solutions's Schwab US Large-Cap Growth ETF position peaked at $7.8M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.