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Aspen Wealth Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aspen Wealth Strategies’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 		$14.7M Buy
503,670
+15,464
+3% +$481K 7.83% 3
2025
Q4 		$15.9M Sell
488,206
-140,558
-22% -$4.57M 8.71% 3
2025
Q3 		$20.1M Sell
628,764
-18,280
-3% -$557K 11.15% 2
2025
Q2 		$18.9M Sell
647,044
-1,749
-0.3% -$46.2K 11.4% 2
2025
Q1 		$16.2M Sell
648,793
-80,756
-11% -$2.21M 10.65% 4
2024
Q4 		$20.3M Sell
729,549
-50,763
-7% -$1.39M 13% 1
2024
Q3 		$20.3M Buy
780,312
+25,096
+3% +$632K 13.09% 2
2024
Q2 		$19.2M Sell
755,216
-53,588
-7% -$1.26M 13.37% 2
2024
Q1 		$18.7M Sell
808,804
-55,632
-6% -$1.23M 12.95% 2
2023
Q4 		$17.9M Sell
864,436
-137,320
-14% -$2.66M 13.04% 1
2023
Q3 		$18.2M Sell
1,001,756
-109,160
-10% -$2.05M 14.21% 1
2023
Q2 		$20.8M Sell
1,110,916
-57,372
-5% -$984K 15.81% 1
2023
Q1 		$19M Sell
1,168,288
-27,204
-2% -$413K 14.76% 1
2022
Q4 		$16.6M Buy
+1,195,492
New +$17.2M 13.29% 1

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

Aspen Wealth Strategies's SCHG Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.2% in Q1 2026, buying an estimated $481K and bringing the position to 503,670 shares worth $14.7M. The position accounts for 7.83% of the portfolio, ranked #3.

Aspen Wealth Strategies first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.8M in Q2 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Aspen Wealth Strategies held 503,670 shares of Schwab US Large-Cap Growth ETF worth $14.7M as of Q1 2026.
  • Aspen Wealth Strategies bought 15,464 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $481K.
  • Schwab US Large-Cap Growth ETF made up 7.83% of Aspen Wealth Strategies's portfolio in Q1 2026, its #3 holding.
  • Aspen Wealth Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's Schwab US Large-Cap Growth ETF position peaked at $20.8M in Q2 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.