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Axis Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Axis Wealth Partners’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 		$336K Sell
11,525
-148
-1% -$4.6K 0.18% 130
2025
Q4 		$381K Buy
11,673
+10
+0.1% +$325 0.21% 121
2025
Q3 		$372K Sell
11,663
-423
-3% -$12.9K 0.22% 114
2025
Q2 		$353K Buy
12,086
+46
+0.4% +$1.22K 0.23% 107
2025
Q1 		$301K Sell
12,040
-478
-4% -$13.1K 0.22% 110
2024
Q4 		$349K Buy
+12,518
New +$342K 0.29% 94

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

Axis Wealth Partners's SCHG Position: Q1 2026 in Review

Axis Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q1 2026, selling an estimated $4.6K and leaving 11,525 shares worth $336K. The position accounts for 0.18% of the portfolio, ranked #130.

Axis Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $381K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Axis Wealth Partners held 11,525 shares of Schwab US Large-Cap Growth ETF worth $336K as of Q1 2026.
  • Axis Wealth Partners sold 148 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.6K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Axis Wealth Partners's portfolio in Q1 2026, its #130 holding.
  • Axis Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $381K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.