Atlantic Edge Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atlantic Edge Private 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	$17.7K	Hold	609	–	–	﹤0.01%	334
2025 Q4	$19.9K	Buy	609 +1	+0.2%	+$33	﹤0.01%	310
2025 Q3	$19.4K	Hold	608	–	–	0.01%	307
2025 Q2	$17.8K	Hold	608	–	–	﹤0.01%	309
2025 Q1	$15.2K	Sell	608 -174	-22%	-$4.77K	﹤0.01%	313
2024 Q4	$21.8K	Sell	782 -2	-0.3%	-$55	0.01%	267
2024 Q3	$20.4K	Buy	784 +4	+0.5%	+$101	0.01%	267
2024 Q2	$19.7K	Hold	780	–	–	0.01%	252
2024 Q1	$18.1K	Hold	780	–	–	0.01%	259
2023 Q4	$16.2K	Buy	+780	New	+$15.1K	0.01%	255

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's SCHG Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 609 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Atlantic Edge Private Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.8K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Atlantic Edge Private Wealth Management held 609 shares of Schwab US Large-Cap Growth ETF worth $17.7K as of Q1 2026.
Atlantic Edge Private Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #334 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Atlantic Edge Private Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $21.8K in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.