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

Basepoint Wealth’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	$298K	Buy	10,245 +1,926	+23%	+$59.9K	0.17%	81
2025 Q4	$271K	Sell	8,319 -5,446	-40%	-$177K	0.16%	77
2025 Q3	$439K	Buy	13,765 +13	+0.1%	+$396	0.31%	62
2025 Q2	$402K	Sell	13,752 -933	-6%	-$24.7K	0.31%	63
2025 Q1	$368K	Sell	14,685 -2,369	-14%	-$64.9K	0.29%	67
2024 Q4	$475K	Sell	17,054 -20,402	-54%	-$558K	0.38%	54
2024 Q3	$976K	Sell	37,456 -472	-1%	-$11.9K	0.72%	29
2024 Q2	$956K	Sell	37,928 -2,720	-7%	-$64.2K	0.75%	27
2024 Q1	$942K	Buy	+40,648	New	+$899K	0.71%	32

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

Basepoint Wealth's SCHG Position: Q1 2026 in Review

Basepoint Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 23% in Q1 2026, buying an estimated $59.9K and bringing the position to 10,245 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #81.

Basepoint Wealth first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $976K in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Basepoint Wealth held 10,245 shares of Schwab US Large-Cap Growth ETF worth $298K as of Q1 2026.
Basepoint Wealth bought 1,926 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $59.9K.
Schwab US Large-Cap Growth ETF made up 0.17% of Basepoint Wealth's portfolio in Q1 2026, its #81 holding.
Basepoint Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Basepoint Wealth's Schwab US Large-Cap Growth ETF position peaked at $976K in Q3 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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