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Arete Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Arete Wealth Advisors’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
-9,607
Closed -$313K – 661
2025
Q4 		$313K Sell
9,607
-1,517
-14% -$49.3K 0.02% 579
2025
Q3 		$356K Buy
11,124
+3,076
+38% +$93.7K 0.02% 535
2025
Q2 		$235K Buy
+8,048
New +$213K 0.02% 641
2025
Q1 		– Sell
-9,945
Closed -$278K – 799
2024
Q4 		$278K Buy
9,945
+1,197
+14% +$32.7K 0.02% 582
2024
Q3 		$227K Buy
+8,748
New +$220K 0.02% 613

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

Arete Wealth Advisors's SCHG Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 9,607 shares — an estimated $313K sold.

Arete Wealth Advisors first reported a position in SCHG in Q3 2024 and held it in 5 quarters. The position peaked at $356K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 9,607 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $313K.
  • Arete Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $356K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.