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Badgley Phelps Wealth Managers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Badgley Phelps Wealth Managers’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 		$953K Sell
32,708
-323
-1% -$10K 0.02% 201
2025
Q4 		$1.08M Sell
33,031
-153
-0.5% -$4.98K 0.02% 188
2025
Q3 		$1.06M Sell
33,184
-169
-0.5% -$5.15K 0.02% 176
2025
Q2 		$974K Buy
33,353
+111
+0.3% +$2.94K 0.02% 178
2025
Q1 		$832K Buy
33,242
+645
+2% +$17.7K 0.02% 183
2024
Q4 		$908K Sell
32,597
-695
-2% -$19K 0.02% 179
2024
Q3 		$867K Buy
33,292
+2,316
+7% +$58.3K 0.02% 180
2024
Q2 		$782K Sell
30,976
-424
-1% -$10K 0.02% 175
2024
Q1 		$728K Sell
31,400
-1,992
-6% -$44.1K 0.02% 182
2023
Q4 		$693K Buy
33,392
+3,084
+10% +$59.7K 0.02% 177
2023
Q3 		$551K Sell
30,308
-600
-2% -$11.3K 0.02% 168
2023
Q2 		$579K Hold
30,908
– – 0.02% 173
2023
Q1 		$504K Buy
30,908
+4,440
+17% +$67.4K 0.02% 155
2022
Q4 		$368K Sell
26,468
-456
-2% -$6.56K 0.01% 164
2022
Q3 		$376K Hold
26,924
– – 0.02% 152
2022
Q2 		$390K Sell
26,924
-400
-1% -$6.39K 0.02% 158
2022
Q1 		$511K Sell
27,324
-204
-0.7% -$3.72K 0.02% 156
2021
Q4 		$563K Sell
27,528
-720
-3% -$14.4K 0.02% 157
2021
Q3 		$523K Buy
+28,248
New +$538K 0.02% 152

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

Badgley Phelps Wealth Managers's SCHG Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.98% in Q1 2026, selling an estimated $10K and leaving 32,708 shares worth $953K. The position accounts for 0.02% of the portfolio, ranked #201.

Badgley Phelps Wealth Managers first reported a position in SCHG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Badgley Phelps Wealth Managers held 32,708 shares of Schwab US Large-Cap Growth ETF worth $953K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 323 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $10K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #201 holding.
  • Badgley Phelps Wealth Managers first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Schwab US Large-Cap Growth ETF position peaked at $1.08M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.