Bellwether Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bellwether Advisors’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	$214K	Hold	7,341	–	–	0.04%	155
2025 Q4	$239K	Hold	7,341	–	–	0.04%	124
2025 Q3	$234K	Hold	7,341	–	–	0.04%	128
2025 Q2	$214K	Hold	7,341	–	–	0.04%	120
2025 Q1	$184K	Hold	7,341	–	–	0.04%	131
2024 Q4	$205K	Buy	+7,341	New	+$201K	0.04%	129
2023 Q1	–	Sell	-12	Closed	-$182	–	529
2022 Q4	$166	Buy	+12	New	+$173	﹤0.01%	419

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

Bellwether Advisors's SCHG Position: Q1 2026 in Review

Bellwether Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 7,341 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #155.

Bellwether Advisors first reported a position in SCHG in Q4 2022 and has held it in 7 quarters since. The position peaked at $239K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Bellwether Advisors held 7,341 shares of Schwab US Large-Cap Growth ETF worth $214K as of Q1 2026.
Bellwether Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.04% of Bellwether Advisors's portfolio in Q1 2026, its #155 holding.
Bellwether Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 7 quarters since.
Bellwether Advisors's Schwab US Large-Cap Growth ETF position peaked at $239K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.