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Avidian Wealth Enterprises’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Avidian Wealth Enterprises’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 		$3.09M Buy
106,079
+38,892
+58% +$1.21M 0.1% 137
2025
Q4 		$2.19M Buy
67,187
+25
+0% +$813 0.08% 131
2025
Q3 		$2.14M Sell
67,162
-658
-1% -$20.1K 0.08% 132
2025
Q2 		$1.98M Sell
67,820
-2,673
-4% -$70.7K 0.08% 131
2025
Q1 		$1.77M Sell
70,493
-337
-0.5% -$9.23K 0.08% 131
2024
Q4 		$1.97M Sell
70,830
-10
-0% -$273 0.09% 124
2024
Q3 		$1.85M Buy
70,840
+1,052
+2% +$26.5K 0.08% 125
2024
Q2 		$1.76M Buy
+69,788
New +$1.65M 0.07% 127
2023
Q2 		– Sell
-27,244
Closed -$444K – 476
2023
Q1 		$444K Sell
27,244
-156
-0.6% -$2.37K 0.02% 314
2022
Q4 		$381K Buy
27,400
+52
+0.2% +$748 0.02% 318
2022
Q3 		$382K Buy
27,348
+156
+0.6% +$2.44K 0.03% 274
2022
Q2 		$394K Sell
27,192
-4
-0% -$64 0.03% 301
2022
Q1 		$509K Sell
27,196
-3,996
-13% -$72.9K 0.03% 301
2021
Q4 		$638K Hold
31,192
– – 0.04% 260
2021
Q3 		$577K Hold
31,192
– – 0.04% 195
2021
Q2 		$569K Hold
31,192
– – 0.04% 196
2021
Q1 		$506K Hold
31,192
– – 0.04% 210
2020
Q4 		$501K Hold
31,192
– – 0.05% 187
2020
Q3 		$449K Sell
31,192
-125,208
-80% -$1.75M 0.05% 172
2020
Q2 		$1.99M Buy
156,400
+89,952
+135% +$1.05M 0.27% 59
2020
Q1 		$662K Buy
66,448
+28,856
+77% +$329K 0.11% 92
2019
Q4 		$437K Hold
37,592
– – 0.06% 131
2019
Q3 		$395K Hold
37,592
– – 0.07% 118
2019
Q2 		$391K Hold
37,592
– – 0.09% 80
2019
Q1 		$373K Hold
37,592
– – 0.08% 81
2018
Q4 		$324K Hold
37,592
– – 0.11% 59
2018
Q3 		$385K Hold
37,592
– – 0.12% 69
2018
Q2 		$356K Hold
37,592
– – 0.11% 64
2018
Q1 		$337K Sell
37,592
-10,440
-22% -$96.2K 0.11% 66
2017
Q4 		$425 Buy
+48,032
New +$413K 0.11% 60

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

Avidian Wealth Enterprises's SCHG Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 58% in Q1 2026, buying an estimated $1.21M and bringing the position to 106,079 shares worth $3.09M. The position accounts for 0.1% of the portfolio, ranked #137.

Avidian Wealth Enterprises first reported a position in SCHG in Q4 2017 and has held it in 30 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Avidian Wealth Enterprises held 106,079 shares of Schwab US Large-Cap Growth ETF worth $3.09M as of Q1 2026.
  • Avidian Wealth Enterprises bought 38,892 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.21M.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #137 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 30 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.