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

BlackDiamond 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 		– Sell
-6,533
Closed -$205K – 218
2025
Q4 		$205K Buy
+6,533
New +$212K 0.1% 193

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VIA
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BlackDiamond Wealth Management's SCHG Position: Q1 2026 in Review

BlackDiamond Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,533 shares — an estimated $205K sold.

BlackDiamond Wealth Management first reported a position in SCHG in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • BlackDiamond Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 6,533 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $205K.
  • BlackDiamond Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • BlackDiamond Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $205K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.