World Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

World Investment Advisors’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	$52.4M	Buy	1,798,863 +795,819	+79%	+$24.7M	0.84%	17
2025 Q4	$32.7M	Sell	1,003,044 -363,372	-27%	-$11.8M	0.53%	35
2025 Q3	$43.6M	Buy	1,366,416 +23,332	+2%	+$711K	0.89%	16
2025 Q2	$39.2M	Buy	1,343,084 +821,622	+158%	+$21.7M	0.89%	18
2025 Q1	$13.1M	Sell	521,462 -667,383	-56%	-$18.3M	0.34%	59
2024 Q4	$33.1M	Buy	1,188,845 +790,409	+198%	+$21.6M	0.91%	18
2024 Q3	$10.4M	Sell	398,436 -1,234,888	-76%	-$31.1M	0.33%	71
2024 Q2	$41.2M	Buy	1,633,324 +243,456	+18%	+$5.74M	2.56%	4
2024 Q1	$32.2M	Sell	1,389,868 -12,136	-0.9%	-$268K	4.61%	2
2023 Q4	$29.1M	Buy	1,402,004 +1,209,688	+629%	+$23.4M	3.78%	4
2023 Q3	$3.5M	Sell	192,316 -844,868	-81%	-$15.9M	0.69%	30
2023 Q2	$19.4M	Buy	1,037,184 +120,572	+13%	+$2.07M	3.76%	5
2023 Q1	$14.9M	Buy	916,612 +795,716	+658%	+$12.1M	3.11%	7
2022 Q4	$1.68M	Sell	120,896 -785,564	-87%	-$11.3M	0.39%	52
2022 Q3	$12.6M	Sell	906,460 -1,864	-0.2%	-$29.2K	3%	7
2022 Q2	$15.2M	Buy	908,324 +822,884	+963%	+$13.2M	3.18%	7
2022 Q1	$1.6M	Sell	85,440 -2,920	-3%	-$53.3K	0.33%	55
2021 Q4	$1.63M	Sell	88,360 -715,832	-89%	-$14.3M	0.34%	52
2021 Q3	$14.9M	Buy	804,192 +34,976	+5%	+$666K	3.37%	7
2021 Q2	$14M	Sell	769,216 -409,672	-35%	-$7.09M	3.21%	7
2021 Q1	$19.4M	Buy	1,178,888 +1,095,008	+1,305%	+$17.8M	4.67%	4
2020 Q4	$1.43M	Sell	83,880 -688,016	-89%	-$10.4M	0.36%	53
2020 Q3	$11.1M	Sell	771,896 -10,040	-1%	-$140K	3.8%	7
2020 Q2	$11M	Buy	781,936 +16,064	+2%	+$187K	3.84%	7
2020 Q1	$7.63M	Sell	765,872 -28,016	-4%	-$320K	3.54%	7
2019 Q4	$9.22M	Buy	793,888 +679,568	+594%	+$7.49M	3.6%	8
2019 Q3	$1.2M	Sell	114,320 -874,488	-88%	-$9.22M	0.51%	26
2019 Q2	$10.3M	Buy	988,808 +65,320	+7%	+$664K	4.55%	6
2019 Q1	$9.17M	Buy	923,488 +27,544	+3%	+$260K	4.17%	6
2018 Q4	$8.57M	Buy	+895,944	New	+$8.34M	3.85%	5

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

World Investment Advisors's SCHG Position: Q1 2026 in Review

World Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 79% in Q1 2026, buying an estimated $24.7M and bringing the position to 1,798,863 shares worth $52.4M. The position accounts for 0.84% of the portfolio, ranked #17.

World Investment Advisors first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

World Investment Advisors held 1,798,863 shares of Schwab US Large-Cap Growth ETF worth $52.4M as of Q1 2026.
World Investment Advisors bought 795,819 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $24.7M.
Schwab US Large-Cap Growth ETF made up 0.84% of World Investment Advisors's portfolio in Q1 2026, its #17 holding.
World Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.