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

Bright Futures 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 		$294K Buy
10,084
+765
+8% +$23.8K 0.2% 122
2025
Q4 		$304K Sell
9,319
-10,567
-53% -$344K 0.23% 112
2025
Q3 		$635K Buy
+19,886
New +$606K 0.5% 63
2025
Q1 		$349K Sell
15,163
-335
-2% -$9.18K 0.38% 78
2024
Q4 		$441K Buy
+15,498
New +$424K 0.39% 72

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

Bright Futures Wealth Management's SCHG Position: Q1 2026 in Review

Bright Futures Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.2% in Q1 2026, buying an estimated $23.8K and bringing the position to 10,084 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #122.

Bright Futures Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $635K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Bright Futures Wealth Management held 10,084 shares of Schwab US Large-Cap Growth ETF worth $294K as of Q1 2026.
  • Bright Futures Wealth Management bought 765 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $23.8K.
  • Schwab US Large-Cap Growth ETF made up 0.2% of Bright Futures Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Bright Futures Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Bright Futures Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $635K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.