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

Aprio 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 		$1.13M Sell
38,849
-2,580
-6% -$80.2K 0.06% 185
2025
Q4 		$1.35M Buy
41,429
+183
+0.4% +$5.95K 0.08% 157
2025
Q3 		$1.32M Sell
41,246
-2,581
-6% -$78.7K 0.13% 107
2025
Q2 		$1.28M Buy
43,827
+6,117
+16% +$162K 0.14% 94
2025
Q1 		$944K Buy
37,710
+23
+0.1% +$630 0.12% 111
2024
Q4 		$1.05M Buy
37,687
+231
+0.6% +$6.32K 0.15% 83
2024
Q3 		$976K Hold
37,456
– – 0.16% 81
2024
Q2 		$944K Sell
37,456
-376
-1% -$8.87K 0.17% 73
2024
Q1 		$877K Buy
37,832
+672
+2% +$14.9K 0.17% 73
2023
Q4 		$771K Hold
37,160
– – 0.17% 71
2023
Q3 		$676K Hold
37,160
– – 0.19% 66
2023
Q2 		$696K Hold
37,160
– – 0.19% 58
2023
Q1 		$605K Buy
37,160
+812
+2% +$12.3K 0.19% 56
2022
Q4 		$505K Sell
36,348
-564
-2% -$8.11K 0.18% 63
2022
Q3 		$515K Buy
36,912
+1,092
+3% +$17.1K 0.21% 61
2022
Q2 		$519K Sell
35,820
-4,788
-12% -$76.5K 0.21% 48
2022
Q1 		$760K Buy
+40,608
New +$741K 0.29% 41
2020
Q4 		$710K Sell
44,240
-33,624
-43% -$510K 0.47% 25
2020
Q3 		$1.12M Sell
77,864
-17,912
-19% -$250K 0.8% 24
2020
Q2 		$1.22M Buy
95,776
+16,880
+21% +$197K 1.17% 20
2020
Q1 		$786K Buy
78,896
+52,952
+204% +$604K 1% 21
2019
Q4 		$301K Buy
+25,944
New +$286K 0.22% 51

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

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

Aprio Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.2% in Q1 2026, selling an estimated $80.2K and leaving 38,849 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #185.

Aprio Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.35M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Aprio Wealth Management held 38,849 shares of Schwab US Large-Cap Growth ETF worth $1.13M as of Q1 2026.
  • Aprio Wealth Management sold 2,580 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $80.2K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Aprio Wealth Management's portfolio in Q1 2026, its #185 holding.
  • Aprio Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Aprio Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.35M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.