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Zhang Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Zhang Financial’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 		$499K Buy
17,145
+12
+0.1% +$373 0.02% 248
2025
Q4 		$559K Buy
17,133
+15
+0.1% +$488 0.02% 214
2025
Q3 		$546K Buy
17,118
+14
+0.1% +$427 0.02% 205
2025
Q2 		$500K Buy
17,104
+1,057
+7% +$27.9K 0.02% 203
2025
Q1 		$402K Hold
16,047
– – 0.02% 219
2024
Q4 		$447K Buy
+16,047
New +$439K 0.03% 207

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

Zhang Financial's SCHG Position: Q1 2026 in Review

Zhang Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.07% in Q1 2026, buying an estimated $373 and bringing the position to 17,145 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #248.

Zhang Financial first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $559K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Zhang Financial held 17,145 shares of Schwab US Large-Cap Growth ETF worth $499K as of Q1 2026.
  • Zhang Financial bought 12 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $373.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Zhang Financial's portfolio in Q1 2026, its #248 holding.
  • Zhang Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Zhang Financial's Schwab US Large-Cap Growth ETF position peaked at $559K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.