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

BIP 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	$56.7M	Buy	1,946,533 +167,030	+9%	+$5.19M	2.31%	8
2025 Q4	$58M	Buy	1,779,503 +1,746,355	+5,268%	+$56.8M	2.05%	8
2025 Q3	$1.06M	Buy	33,148 +16,121	+95%	+$491K	0.05%	121
2025 Q2	$497K	Sell	17,027 -3,917	-19%	-$104K	0.03%	156
2025 Q1	$524K	Buy	20,944 +383	+2%	+$10.5K	0.03%	150
2024 Q4	$573K	Buy	20,561 +3,341	+19%	+$91.4K	0.04%	137
2024 Q3	$449K	Buy	17,220 +3,484	+25%	+$87.7K	0.03%	144
2024 Q2	$346K	Buy	13,736 +256	+2%	+$6.04K	0.03%	137
2024 Q1	$312K	Sell	13,480 -2,616	-16%	-$57.9K	0.02%	156
2023 Q4	$334K	Hold	16,096	–	–	0.03%	141
2023 Q3	$293K	Buy	16,096 +4,264	+36%	+$80.3K	0.03%	138
2023 Q2	$222K	Sell	11,832 -1,504	-11%	-$25.8K	0.02%	171
2023 Q1	$217K	Buy	+13,336	New	+$202K	0.02%	169

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

BIP Wealth's SCHG Position: Q1 2026 in Review

BIP Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.4% in Q1 2026, buying an estimated $5.19M and bringing the position to 1,946,533 shares worth $56.7M. The position accounts for 2.31% of the portfolio, ranked #8.

BIP Wealth first reported a position in SCHG in Q1 2023 and has held it in 13 quarters since. The position peaked at $58M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

BIP Wealth held 1,946,533 shares of Schwab US Large-Cap Growth ETF worth $56.7M as of Q1 2026.
BIP Wealth bought 167,030 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $5.19M.
Schwab US Large-Cap Growth ETF made up 2.31% of BIP Wealth's portfolio in Q1 2026, its #8 holding.
BIP Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's Schwab US Large-Cap Growth ETF position peaked at $58M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.