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Windsor Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Windsor Advisory Group’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 		$1.08M Buy
37,235
+13,591
+57% +$422K 0.91% 24
2025
Q4 		$771K Hold
23,644
– – 0.69% 25
2025
Q3 		$754K Hold
23,644
– – 0.67% 27
2025
Q2 		$691K Sell
23,644
-5,576
-19% -$147K 0.98% 20
2025
Q1 		$732K Sell
29,220
-710
-2% -$19.4K 0.95% 20
2024
Q4 		$834K Buy
29,930
+710
+2% +$19.4K 0.97% 20
2024
Q3 		$761K Sell
29,220
-4,964
-15% -$125K 0.86% 25
2024
Q2 		$862K Hold
34,184
– – 1.73% 16
2024
Q1 		$792K Hold
34,184
– – 2.23% 15
2023
Q4 		$709K Hold
34,184
– – 2.11% 13
2023
Q3 		$621K Hold
34,184
– – 1.48% 18
2023
Q2 		$641K Hold
34,184
– – 1.58% 17
2023
Q1 		$557K Hold
34,184
– – 1.33% 20
2022
Q4 		$475K Buy
+34,184
New +$491K 1.26% 22

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

Windsor Advisory Group's SCHG Position: Q1 2026 in Review

Windsor Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 57% in Q1 2026, buying an estimated $422K and bringing the position to 37,235 shares worth $1.08M. The position accounts for 0.91% of the portfolio, ranked #24.

Windsor Advisory Group first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Windsor Advisory Group held 37,235 shares of Schwab US Large-Cap Growth ETF worth $1.08M as of Q1 2026.
  • Windsor Advisory Group bought 13,591 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $422K.
  • Schwab US Large-Cap Growth ETF made up 0.91% of Windsor Advisory Group's portfolio in Q1 2026, its #24 holding.
  • Windsor Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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