William Blair & Company
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William Blair & Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

William Blair & Company’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 		$4.37M Buy
150,029
+2,565
+2% +$79.7K 0.01% 532
2025
Q4 		$4.81M Sell
147,464
-58,544
-28% -$1.9M 0.01% 525
2025
Q3 		$6.57M Buy
206,008
+47,106
+30% +$1.44M 0.02% 457
2025
Q2 		$4.64M Sell
158,902
-45,840
-22% -$1.21M 0.01% 512
2025
Q1 		$5.13M Sell
204,742
-4,039
-2% -$111K 0.02% 477
2024
Q4 		$5.82M Buy
208,781
+1,841
+0.9% +$50.3K 0.02% 456
2024
Q3 		$5.39M Buy
206,940
+10,752
+5% +$271K 0.02% 487
2024
Q2 		$4.95M Buy
196,188
+756
+0.4% +$17.8K 0.02% 492
2024
Q1 		$4.53M Sell
195,432
-4,780
-2% -$106K 0.01% 499
2023
Q4 		$4.15M Sell
200,212
-1,592
-0.8% -$30.8K 0.01% 499
2023
Q3 		$3.67M Sell
201,804
-6,352
-3% -$120K 0.01% 508
2023
Q2 		$3.9M Buy
208,156
+56,036
+37% +$961K 0.01% 499
2023
Q1 		$2.48M Buy
152,120
+2,176
+1% +$33K 0.01% 604
2022
Q4 		$2.08M Buy
149,944
+10,524
+8% +$151K 0.01% 621
2022
Q3 		$1.95M Sell
139,420
-4,732
-3% -$74.1K 0.01% 625
2022
Q2 		$2.09M Sell
144,152
-3,616
-2% -$57.8K 0.01% 628
2022
Q1 		$2.76M Buy
147,768
+4,176
+3% +$76.2K 0.01% 612
2021
Q4 		$2.94M Buy
143,592
+52,896
+58% +$1.06M 0.01% 625
2021
Q3 		$1.68M Buy
90,696
+33,520
+59% +$639K 0.01% 753
2021
Q2 		$1.04M Buy
57,176
+520
+0.9% +$9K ﹤0.01% 903
2021
Q1 		$919K Sell
56,656
-440
-0.8% -$7.16K ﹤0.01% 924
2020
Q4 		$916K Sell
57,096
-792
-1% -$12K ﹤0.01% 882
2020
Q3 		$833K Buy
57,888
+400
+0.7% +$5.58K ﹤0.01% 810
2020
Q2 		$730K Sell
57,488
-6,400
-10% -$74.6K ﹤0.01% 820
2020
Q1 		$636K Sell
63,888
-19,968
-24% -$228K ﹤0.01% 802
2019
Q4 		$974K Sell
83,856
-800
-0.9% -$8.82K 0.01% 788
2019
Q3 		$889K Buy
84,656
+14,448
+21% +$152K 0.01% 787
2019
Q2 		$730K Buy
70,208
+408
+0.6% +$4.15K ﹤0.01% 853
2019
Q1 		$693K Buy
69,800
+4,560
+7% +$43.1K ﹤0.01% 851
2018
Q4 		$562K Sell
65,240
-10,000
-13% -$93.1K ﹤0.01% 866
2018
Q3 		$771K Buy
75,240
+9,048
+14% +$90.1K ﹤0.01% 822
2018
Q2 		$627K Sell
66,192
-592
-0.9% -$5.51K ﹤0.01% 870
2018
Q1 		$599K Buy
66,784
+6,112
+10% +$56.3K ﹤0.01% 865
2017
Q4 		$536K Buy
60,672
+8,800
+17% +$75.6K ﹤0.01% 937
2017
Q3 		$428K Sell
51,872
-2,400
-4% -$19.5K ﹤0.01% 985
2017
Q2 		$429K Buy
54,272
+24,600
+83% +$192K ﹤0.01% 1032
2017
Q1 		$223K Sell
29,672
-4,000
-12% -$29.6K ﹤0.01% 1187
2016
Q4 		$235K Buy
+33,672
New +$233K ﹤0.01% 1097

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

William Blair & Company's SCHG Position: Q1 2026 in Review

William Blair & Company increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q1 2026, buying an estimated $79.7K and bringing the position to 150,029 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #532.

William Blair & Company first reported a position in SCHG in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.57M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • William Blair & Company held 150,029 shares of Schwab US Large-Cap Growth ETF worth $4.37M as of Q1 2026.
  • William Blair & Company bought 2,565 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $79.7K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #532 holding.
  • William Blair & Company first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • William Blair & Company's Schwab US Large-Cap Growth ETF position peaked at $6.57M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.