Mather Group 13F: Cuts SCHG Stake by $113M
An institutional filing reveals Mather Group trimmed its stake in Schwab U.S. Large-Cap Growth ETF by over 3.1 million shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Mather Group sold 3,158,165 shares from its stake in Schwab U.S. Large-Cap Growth ETF ($SCHG), a 24.28% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 9,850,802 shares worth $353.94 million at the end of the quarter.
Since the filing, $SCHG is down 1.9% to date (from the $35.91 close on Oct 14, 2026).
SCHG
Schwab U.S. Large-Cap Growth ETF
Key Points
- Mather Group cut its position in Schwab U.S. Large-Cap Growth ETF SCHG by 24.3%, shedding 3,158,165 shares.
- The fund's remaining stake stands at 9,850,802 shares with a reported value of about $353.9 million.
- Schwab U.S. Large-Cap Growth ETF recently traded around $35.20, sitting 5.1% below its 52-week high.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Schwab U.S. Large-Cap Growth ETF alert may contain errors. Disclosures
Mather Group scaled back its investment in Schwab U.S. Large-Cap Growth ETF SCHG during the period, according to a Form 13F filing disclosed on October 14, 2026. Institutional filings look backward at portfolio choices made during the previous quarter, meaning this trade reflects activity over that timeframe and might not match the firm's current holdings today.
What Changed in Mather Group's Schwab U.S. Large-Cap Growth ETF Position
Mather Group trimmed its holdings in the fund by 24.3%, reducing its share count by 3,158,165 shares. The firm ended the period with 9,850,802 shares, down from 13,008,167 shares previously. The remaining stake held a total value of approximately $353.9 million at the time of the report.
Schwab U.S. Large-Cap Growth ETF Stock Down 2.0%
Schwab U.S. Large-Cap Growth ETF recently traded around $35.20 as of October 16, 2026. The shares sit about 5.1% below their 52-week high of $37.10 and roughly 25.9% above their 52-week low of $27.96. The fund holds a price-to-earnings ratio of 28.76 and offers a dividend yield of 0.39%.
Dividend
Schwab U.S. Large-Cap Growth ETF pays an annual dividend yield of 0.39%, returning a small stream of income to investors holding the large-cap growth basket.
About Schwab U.S. Large-Cap Growth ETF
Schwab U.S. Large-Cap Growth ETF is an exchange-traded fund that tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It targets the top 750 large-cap companies classified as growth stocks based on various market metrics. Institutional portfolio adjustments like Mather Group's latest filing show how wealth managers routinely rebalance large equity allocations across major market indexes.
Bottom Line
Investors tracking Mather Group should keep in mind that 13F reports only show historical positions and can miss more recent trades. Watch for the firm's next SEC filing to see whether the manager continues to pare back its growth ETF holdings or stabilizes its share count. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Mather Group's 13F filing on $SCHG (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Mather Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts