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

Arkadios 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 		$7.66M Buy
262,816
+72,929
+38% +$2.27M 0.12% 190
2025
Q4 		$6.19M Buy
189,887
+7,877
+4% +$256K 0.12% 184
2025
Q3 		$5.81M Sell
182,010
-10,413
-5% -$317K 0.14% 166
2025
Q2 		$5.62M Buy
192,423
+99,103
+106% +$2.62M 0.17% 140
2025
Q1 		$2.34M Buy
93,320
+21,173
+29% +$580K 0.09% 254
2024
Q4 		$2.01M Sell
72,147
-677
-0.9% -$18.5K 0.11% 184
2024
Q3 		$1.9M Buy
72,824
+45,188
+164% +$1.14M 0.11% 196
2024
Q2 		$697K Buy
27,636
+6,008
+28% +$142K 0.05% 370
2024
Q1 		$501K Sell
21,628
-1,192
-5% -$26.4K 0.04% 379
2023
Q4 		$473K Sell
22,820
-2,656
-10% -$51.4K 0.04% 381
2023
Q3 		$463K Buy
25,476
+6,104
+32% +$115K 0.04% 355
2023
Q2 		$363K Sell
19,372
-1,396
-7% -$23.9K 0.04% 390
2023
Q1 		$338K Sell
20,768
-2,904
-12% -$44.1K 0.04% 397
2022
Q4 		$329K Buy
23,672
+3,344
+16% +$48.1K 0.04% 380
2022
Q3 		$284K Buy
+20,328
New +$318K 0.04% 397
2022
Q2 		– Sell
-19,888
Closed -$372K – 598
2022
Q1 		$372K Sell
19,888
-3,040
-13% -$55.4K 0.05% 376
2021
Q4 		$469K Sell
22,928
-3,104
-12% -$62K 0.06% 345
2021
Q3 		$481K Sell
26,032
-5,112
-16% -$97.4K 0.07% 301
2021
Q2 		$568K Sell
31,144
-16,352
-34% -$283K 0.07% 298
2021
Q1 		$770K Sell
47,496
-20,664
-30% -$336K 0.13% 189
2020
Q4 		$1.09M Buy
68,160
+2,824
+4% +$42.8K 0.23% 110
2020
Q3 		$980K Buy
65,336
+96
+0.1% +$1.34K 0.49% 47
2020
Q2 		$865K Buy
65,240
+64,560
+9,494% +$753K 0.48% 42
2020
Q1 		$6.8K Hold
680
– – ﹤0.01% 720
2019
Q4 		$8.61K Buy
+680
New +$7.5K 0.01% 620

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

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

Arkadios Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 38% in Q1 2026, buying an estimated $2.27M and bringing the position to 262,816 shares worth $7.66M. The position accounts for 0.12% of the portfolio, ranked #190.

Arkadios Wealth Advisors first reported a position in SCHG in Q4 2019 and has held it in 25 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Arkadios Wealth Advisors held 262,816 shares of Schwab US Large-Cap Growth ETF worth $7.66M as of Q1 2026.
  • Arkadios Wealth Advisors bought 72,929 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.27M.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #190 holding.
  • Arkadios Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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