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

Accurate 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 		– Sell
-16,378
Closed -$538K – 566
2025
Q4 		$538K Sell
16,378
-87
-0.5% -$2.83K 0.07% 292
2025
Q3 		$523K Sell
16,465
-2,790
-14% -$85K 0.07% 286
2025
Q2 		$567K Buy
19,255
+4,024
+26% +$106K 0.09% 237
2025
Q1 		$371K Buy
15,231
+171
+1% +$4.68K 0.07% 245
2024
Q4 		$417K Sell
15,060
-48,812
-76% -$1.33M 0.08% 228
2024
Q3 		$421K Buy
63,872
+46,696
+272% +$1.18M 0.08% 230
2024
Q2 		$449K Buy
17,176
+340
+2% +$8.02K 0.11% 177
2024
Q1 		$366K Sell
16,836
-1,112
-6% -$24.6K 0.11% 184
2023
Q4 		$375K Sell
17,948
-776
-4% -$15K 0.12% 173
2023
Q3 		$352K Sell
18,724
-1,472
-7% -$27.7K 0.11% 174
2023
Q2 		$387K Sell
20,196
-3,416
-14% -$58.6K 0.12% 169
2023
Q1 		$383K Sell
23,612
-88
-0.4% -$1.34K 0.13% 163
2022
Q4 		$334K Buy
+23,700
New +$341K 0.12% 151

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

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

Accurate Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 16,378 shares — an estimated $538K sold.

Accurate Wealth Management first reported a position in SCHG in Q4 2022 and held it in 13 quarters. The position peaked at $567K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Accurate Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 16,378 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $538K.
  • Accurate Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 13 quarters.
  • Accurate Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $567K in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.