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

Bernard 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 		$52.9K Buy
1,816
+1
+0.1% +$31 0.02% 126
2025
Q4 		$59.2K Buy
1,815
+2
+0.1% +$65 0.02% 118
2025
Q3 		$57.9K Buy
1,813
+11
+0.6% +$335 0.02% 123
2025
Q2 		$52.6K Sell
1,802
-11
-0.6% -$291 0.02% 125
2025
Q1 		$45.4K Buy
1,813
+2
+0.1% +$55 0.02% 124
2024
Q4 		$50.5K Buy
+1,811
New +$49.5K 0.02% 124

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

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

Bernard Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.06% in Q1 2026, buying an estimated $31 and bringing the position to 1,816 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #126.

Bernard Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.2K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Bernard Wealth Management held 1,816 shares of Schwab US Large-Cap Growth ETF worth $52.9K as of Q1 2026.
  • Bernard Wealth Management bought 1 Schwab US Large-Cap Growth ETF share in Q1 2026, an estimated $31.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Bernard Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Bernard Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $59.2K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.