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Ashton Thomas Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ashton Thomas Private Wealth’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 		$689K Sell
23,665
-827
-3% -$25.7K 0.02% 642
2025
Q4 		$799K Sell
24,492
-1,036
-4% -$33.7K 0.02% 545
2025
Q3 		$815K Buy
25,528
+3,034
+13% +$92.5K 0.02% 520
2025
Q2 		$657K Buy
22,494
+2,079
+10% +$55K 0.02% 509
2025
Q1 		$511K Buy
20,415
+511
+3% +$14K 0.02% 543
2024
Q4 		$555K Buy
19,904
+5,400
+37% +$148K 0.02% 513
2024
Q3 		$378K Buy
14,504
+6,472
+81% +$163K 0.02% 476
2024
Q2 		$202K Sell
8,032
-72,340
-90% -$1.71M 0.01% 565
2024
Q1 		$1.86M Sell
80,372
-38,440
-32% -$850K 0.11% 213
2023
Q4 		$2.46M Buy
118,812
+101,420
+583% +$1.96M 0.15% 171
2023
Q3 		$316K Buy
+17,392
New +$327K 0.02% 468

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

Ashton Thomas Private Wealth's SCHG Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q1 2026, selling an estimated $25.7K and leaving 23,665 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #642.

Ashton Thomas Private Wealth first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.46M in Q4 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ashton Thomas Private Wealth held 23,665 shares of Schwab US Large-Cap Growth ETF worth $689K as of Q1 2026.
  • Ashton Thomas Private Wealth sold 827 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $25.7K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #642 holding.
  • Ashton Thomas Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Ashton Thomas Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $2.46M in Q4 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.