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Boyce & Associates Wealth Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Boyce & Associates Wealth Consulting’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 		$498K Buy
17,098
+22
+0.1% +$684 0.38% 49
2025
Q4 		$557K Sell
17,076
-1,983
-10% -$64.5K 0.47% 39
2025
Q3 		$608K Sell
19,059
-1,190
-6% -$36.3K 0.5% 38
2025
Q2 		$591K Buy
20,249
+767
+4% +$20.3K 0.54% 37
2025
Q1 		$488K Sell
19,482
-627
-3% -$17.2K 0.49% 40
2024
Q4 		$560K Sell
20,109
-211
-1% -$5.77K 0.57% 34
2024
Q3 		$529K Buy
20,320
+436
+2% +$11K 0.55% 36
2024
Q2 		$501K Hold
19,884
– – 0.59% 35
2024
Q1 		$461K Sell
19,884
-28
-0.1% -$619 0.6% 31
2023
Q4 		$413K Buy
19,912
+540
+3% +$10.4K 0.6% 29
2023
Q3 		$352K Sell
19,372
-24
-0.1% -$452 0.59% 31
2023
Q2 		$363K Buy
19,396
+20
+0.1% +$343 0.61% 30
2023
Q1 		$314K Buy
19,376
+20
+0.1% +$304 0.56% 35
2022
Q4 		$269K Buy
19,356
+420
+2% +$6.04K 0.51% 34
2022
Q3 		$264K Buy
18,936
+220
+1% +$3.45K 0.54% 34
2022
Q2 		$271K Buy
18,716
+20
+0.1% +$320 0.49% 37
2022
Q1 		$350K Buy
+18,696
New +$341K 0.52% 37

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

Boyce & Associates Wealth Consulting's SCHG Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.13% in Q1 2026, buying an estimated $684 and bringing the position to 17,098 shares worth $498K. The position accounts for 0.38% of the portfolio, ranked #49.

Boyce & Associates Wealth Consulting first reported a position in SCHG in Q1 2022 and has held it in 17 quarters since. The position peaked at $608K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Boyce & Associates Wealth Consulting held 17,098 shares of Schwab US Large-Cap Growth ETF worth $498K as of Q1 2026.
  • Boyce & Associates Wealth Consulting bought 22 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $684.
  • Schwab US Large-Cap Growth ETF made up 0.38% of Boyce & Associates Wealth Consulting's portfolio in Q1 2026, its #49 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Boyce & Associates Wealth Consulting's Schwab US Large-Cap Growth ETF position peaked at $608K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.