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

AE 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 		$11.5M Buy
394,425
+42,952
+12% +$1.34M 0.06% 278
2025
Q4 		$11.5M Sell
351,473
-9,558
-3% -$311K 0.07% 268
2025
Q3 		$11.5M Buy
361,031
+25,043
+7% +$763K 0.07% 249
2025
Q2 		$9.81M Buy
335,988
+89,025
+36% +$2.35M 0.07% 250
2025
Q1 		$6.18M Sell
246,963
-53,359
-18% -$1.46M 0.05% 306
2024
Q4 		$8.37M Sell
300,322
-15,422
-5% -$422K 0.07% 259
2024
Q3 		$8.22M Sell
315,744
-29,828
-9% -$751K 0.07% 260
2024
Q2 		$8.71M Buy
345,572
+131,120
+61% +$3.09M 0.09% 240
2024
Q1 		$4.97M Sell
214,452
-716,696
-77% -$15.9M 0.06% 299
2023
Q4 		$20.1M Buy
931,148
+22,872
+3% +$442K 0.1% 224
2023
Q3 		$16.5M Sell
908,276
-365,304
-29% -$6.88M 0.1% 223
2023
Q2 		$23.9M Buy
1,273,580
+356,140
+39% +$6.11M 0.14% 164
2023
Q1 		$14.9M Buy
917,440
+258,760
+39% +$3.93M 0.1% 257
2022
Q4 		$9.15M Buy
658,680
+155,304
+31% +$2.23M 0.07% 343
2022
Q3 		$7.02M Buy
503,376
+54,460
+12% +$853K 0.06% 354
2022
Q2 		$6.51M Buy
448,916
+52,888
+13% +$845K 0.05% 365
2022
Q1 		$7.41M Sell
396,028
-659,596
-62% -$12M 0.05% 347
2021
Q4 		$21.6M Buy
1,055,624
+243,136
+30% +$4.86M 0.15% 139
2021
Q3 		$15M Sell
812,488
-2,304,512
-74% -$43.9M 0.12% 181
2021
Q2 		$56.9M Buy
3,117,000
+2,828,424
+980% +$48.9M 0.5% 37
2021
Q1 		$4.68M Buy
288,576
+49,584
+21% +$807K 0.05% 327
2020
Q4 		$3.84M Sell
238,992
-670,448
-74% -$10.2M 0.04% 323
2020
Q3 		$13.1M Buy
909,440
+638,624
+236% +$8.9M 0.19% 116
2020
Q2 		$3.44M Sell
270,816
-214,888
-44% -$2.51M 0.05% 283
2020
Q1 		$4.84M Buy
485,704
+31,080
+7% +$355K 0.11% 169
2019
Q4 		$5.28M Buy
454,624
+329,800
+264% +$3.63M 0.11% 169
2019
Q3 		$1.31M Buy
124,824
+5,184
+4% +$54.6K 0.04% 370
2019
Q2 		$1.24M Buy
119,640
+21,632
+22% +$220K 0.04% 345
2019
Q1 		$973K Buy
98,008
+29,224
+42% +$276K 0.07% 220
2018
Q4 		$593K Sell
68,784
-29,720
-30% -$277K 0.1% 218
2018
Q3 		$1.01M Buy
98,504
+14,544
+17% +$145K 0.06% 211
2018
Q2 		$795K Buy
83,960
+4,496
+6% +$41.9K 0.05% 199
2018
Q1 		$712K Buy
79,464
+33,664
+74% +$310K 0.06% 210
2017
Q4 		$405K Buy
+45,800
New +$394K 0.04% 262

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

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

AE Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q1 2026, buying an estimated $1.34M and bringing the position to 394,425 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #278.

AE Wealth Management first reported a position in SCHG in Q4 2017 and has held it in 34 quarters since. The position peaked at $56.9M in Q2 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • AE Wealth Management held 394,425 shares of Schwab US Large-Cap Growth ETF worth $11.5M as of Q1 2026.
  • AE Wealth Management bought 42,952 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.34M.
  • Schwab US Large-Cap Growth ETF made up 0.06% of AE Wealth Management's portfolio in Q1 2026, its #278 holding.
  • AE Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • AE Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $56.9M in Q2 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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