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

Alliance Wealth Management Group’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 		$2.97M Sell
102,118
-53
-0.1% -$1.65K 0.65% 31
2025
Q4 		$3.33M Sell
102,171
-23
-0% -$748 0.73% 31
2025
Q3 		$3.26M Sell
102,194
-38
-0% -$1.16K 0.73% 35
2025
Q2 		$2.99M Hold
102,232
– – 0.76% 33
2025
Q1 		$2.56M Hold
102,232
– – 0.69% 32
2024
Q4 		$2.85M Hold
102,232
– – 0.76% 32
2024
Q3 		$2.66M Buy
102,232
+824
+0.8% +$20.7K 0.71% 33
2024
Q2 		$2.56M Hold
101,408
– – 0.73% 32
2024
Q1 		$2.35M Hold
101,408
– – 0.69% 33
2023
Q4 		$2.1M Buy
+101,408
New +$1.96M 0.66% 33
2023
Q2 		$1.92M Sell
102,432
-532
-0.5% -$9.12K 0.62% 34
2023
Q1 		$1.68M Sell
102,964
-804
-0.8% -$12.2K 0.57% 35
2022
Q4 		$1.44M Sell
103,768
-928
-0.9% -$13.3K 0.53% 36
2022
Q3 		$1.46M Sell
104,696
-556
-0.5% -$8.71K 0.57% 35
2022
Q2 		$1.53M Sell
105,252
-708
-0.7% -$11.3K 0.56% 34
2022
Q1 		$1.98M Sell
105,960
-8
-0% -$146 0.64% 32
2021
Q4 		$2.17M Sell
105,968
-1,304
-1% -$26.1K 0.67% 32
2021
Q3 		$1.99M Sell
107,272
-200
-0.2% -$3.81K 0.64% 32
2021
Q2 		$1.96M Hold
107,472
– – 0.65% 30
2021
Q1 		$1.74M Sell
107,472
-240
-0.2% -$3.9K 0.66% 26
2020
Q4 		$1.73M Buy
107,712
+15,040
+16% +$228K 0.68% 26
2020
Q3 		$1.33M Sell
92,672
-9,832
-10% -$137K 0.57% 28
2020
Q2 		$1.3M Sell
102,504
-424
-0.4% -$4.94K 0.59% 28
2020
Q1 		$1.02M Sell
102,928
-248
-0.2% -$2.83K 0.55% 28
2019
Q4 		$1.2M Sell
103,176
-320
-0.3% -$3.53K 0.53% 29
2019
Q3 		$1.09M Hold
103,496
– – 0.52% 30
2019
Q2 		$1.08M Hold
103,496
– – 0.53% 30
2019
Q1 		$1.03M Sell
103,496
-7,488
-7% -$70.8K 0.55% 31
2018
Q4 		$956K Sell
110,984
-22,080
-17% -$206K 0.57% 30
2018
Q3 		$1.36M Sell
133,064
-72,248
-35% -$720K 0.74% 29
2018
Q2 		$1.95M Sell
205,312
-251,216
-55% -$2.34M 1.13% 21
2018
Q1 		$4.09M Buy
456,528
+16,088
+4% +$148K 1.92% 18
2017
Q4 		$3.88M Sell
440,440
-481,152
-52% -$4.14M 1.92% 17
2017
Q3 		$7.6M Buy
921,592
+455,072
+98% +$3.69M 1.93% 16
2017
Q2 		$3.68M Sell
466,520
-3,400
-0.7% -$26.5K 2.06% 16
2017
Q1 		$3.62M Buy
469,920
+189,256
+67% +$1.4M 2.09% 14
2016
Q4 		$1.96M Buy
280,664
+13,496
+5% +$93.3K 1.44% 10
2016
Q3 		$1.85M Buy
267,168
+90,264
+51% +$620K 1.3% 9
2016
Q2 		$1.16M Sell
176,904
-11,336
-6% -$74.5K 0.82% 10
2016
Q1 		$1.23M Sell
188,240
-17,624
-9% -$109K 1.05% 9
2015
Q4 		$1.36M Buy
+205,864
New +$1.37M 1.3% 13

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

Alliance Wealth Management Group's SCHG Position: Q1 2026 in Review

Alliance Wealth Management Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.05% in Q1 2026, selling an estimated $1.65K and leaving 102,118 shares worth $2.97M. The position accounts for 0.65% of the portfolio, ranked #31.

Alliance Wealth Management Group first reported a position in SCHG in Q4 2015 and has held it in 41 quarters since. The position peaked at $7.6M in Q3 2017. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Alliance Wealth Management Group held 102,118 shares of Schwab US Large-Cap Growth ETF worth $2.97M as of Q1 2026.
  • Alliance Wealth Management Group sold 53 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.65K.
  • Schwab US Large-Cap Growth ETF made up 0.65% of Alliance Wealth Management Group's portfolio in Q1 2026, its #31 holding.
  • Alliance Wealth Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and has held it in 41 quarters since.
  • Alliance Wealth Management Group's Schwab US Large-Cap Growth ETF position peaked at $7.6M in Q3 2017.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.