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

Barnes Wealth Management Group’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	$2.58M	Buy	88,611 +5,002	+6%	+$155K	1.31%	17
2025 Q4	$2.73M	Sell	83,609 -1,888	-2%	-$61.4K	1.46%	18
2025 Q3	$2.73M	Sell	85,497 -1,582	-2%	-$48.2K	1.5%	15
2025 Q2	$2.54M	Buy	87,079 +1,184	+1%	+$31.3K	1.5%	16
2025 Q1	$2.15M	Sell	85,895 -4,643	-5%	-$127K	1.38%	19
2024 Q4	$2.52M	Buy	+90,538	New	+$2.48M	1.69%	14

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

Barnes Wealth Management Group's SCHG Position: Q1 2026 in Review

Barnes Wealth Management Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6% in Q1 2026, buying an estimated $155K and bringing the position to 88,611 shares worth $2.58M. The position accounts for 1.31% of the portfolio, ranked #17.

Barnes Wealth Management Group first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.73M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Barnes Wealth Management Group held 88,611 shares of Schwab US Large-Cap Growth ETF worth $2.58M as of Q1 2026.
Barnes Wealth Management Group bought 5,002 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $155K.
Schwab US Large-Cap Growth ETF made up 1.31% of Barnes Wealth Management Group's portfolio in Q1 2026, its #17 holding.
Barnes Wealth Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Barnes Wealth Management Group's Schwab US Large-Cap Growth ETF position peaked at $2.73M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.