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Axxcess Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Axxcess 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 		$2.43M Buy
83,473
+19,485
+30% +$606K 0.08% 177
2025
Q4 		$2.09M Buy
63,988
+2,641
+4% +$85.9K 0.04% 371
2025
Q3 		$1.96M Buy
61,347
+15,123
+33% +$461K 0.04% 317
2025
Q2 		$1.35M Buy
46,224
+24,274
+111% +$642K 0.03% 357
2025
Q1 		$550K Sell
21,950
-15,966
-42% -$437K 0.01% 525
2024
Q4 		$1.06M Buy
37,916
+8,348
+28% +$228K 0.03% 397
2024
Q3 		$770K Buy
29,568
+4,608
+18% +$116K 0.02% 453
2024
Q2 		$629K Buy
24,960
+6,520
+35% +$154K 0.02% 477
2024
Q1 		$427K Sell
18,440
-7,756
-30% -$172K 0.01% 581
2023
Q4 		$543K Sell
26,196
-11,464
-30% -$222K 0.02% 494
2023
Q3 		$685K Buy
37,660
+748
+2% +$14.1K 0.02% 393
2023
Q2 		$692K Buy
+36,912
New +$633K 0.05% 285
2022
Q2 		– Sell
-11,260
Closed -$211K – 641
2022
Q1 		$211K Buy
11,260
+220
+2% +$4.01K 0.02% 575
2021
Q4 		$226K Buy
+11,040
New +$221K 0.02% 561

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

Axxcess Wealth Management's SCHG Position: Q1 2026 in Review

Axxcess Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 30% in Q1 2026, buying an estimated $606K and bringing the position to 83,473 shares worth $2.43M. The position accounts for 0.08% of the portfolio, ranked #177.

Axxcess Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 14 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Axxcess Wealth Management held 83,473 shares of Schwab US Large-Cap Growth ETF worth $2.43M as of Q1 2026.
  • Axxcess Wealth Management bought 19,485 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $606K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Axxcess Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.