Aberdeen Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aberdeen Wealth Management’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	$17.5K	Sell	600 -55	-8%	-$1.71K	0.01%	165
2025 Q4	$21.4K	Buy	655 +16	+3%	+$520	0.01%	163
2025 Q3	$20.4K	Buy	639 +28	+5%	+$853	0.01%	153
2025 Q2	$17.8K	Buy	611 +3	+0.5%	+$79	0.01%	153
2025 Q1	$15.2K	Buy	608 +8	+1%	+$219	0.01%	150
2024 Q4	$16.7K	Hold	600	–	–	0.01%	154
2024 Q3	$15.6K	Hold	600	–	–	0.01%	160
2024 Q2	$15.1K	Hold	600	–	–	0.01%	162
2024 Q1	$13.9K	Hold	600	–	–	0.01%	166
2023 Q4	$12.4K	Hold	600	–	–	0.01%	156
2023 Q3	$10.9K	Hold	600	–	–	0.01%	154
2023 Q2	$11.2K	Sell	600 -28	-4%	-$480	0.01%	153
2023 Q1	$10.2K	Buy	628 +28	+5%	+$425	0.01%	160
2022 Q4	$8.33K	Hold	600	–	–	0.01%	164
2022 Q3	$8K	Hold	600	–	–	0.01%	156
2022 Q2	$9K	Hold	600	–	–	0.01%	158
2022 Q1	$11K	Hold	600	–	–	0.01%	162
2021 Q4	$12K	Buy	+600	New	+$12K	0.01%	155
2021 Q2	–	Sell	-600	Closed	-$10K	–	150
2021 Q1	$10K	Hold	600	–	–	0.01%	145
2020 Q4	$10K	Buy	+600	New	+$9.1K	0.01%	150

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

Aberdeen Wealth Management's SCHG Position: Q1 2026 in Review

Aberdeen Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.4% in Q1 2026, selling an estimated $1.71K and leaving 600 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #165.

Aberdeen Wealth Management first reported a position in SCHG in Q4 2020 and has held it in 20 quarters since. The position peaked at $21.4K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Aberdeen Wealth Management held 600 shares of Schwab US Large-Cap Growth ETF worth $17.5K as of Q1 2026.
Aberdeen Wealth Management sold 55 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.71K.
Schwab US Large-Cap Growth ETF made up 0.01% of Aberdeen Wealth Management's portfolio in Q1 2026, its #165 holding.
Aberdeen Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
Aberdeen Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $21.4K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.