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Brightwater Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brightwater Advisory’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 		$287K Buy
9,837
+426
+5% +$13.2K 0.19% 59
2025
Q4 		$307K Buy
9,411
+153
+2% +$4.98K 0.21% 55
2025
Q3 		$295K Buy
9,258
+157
+2% +$4.79K 0.2% 54
2025
Q2 		$266K Hold
9,101
– – 0.19% 57
2025
Q1 		$228K Buy
9,101
+380
+4% +$10.4K 0.18% 58
2024
Q4 		$243K Sell
8,721
-375
-4% -$10.3K 0.19% 56
2024
Q3 		$237K Sell
9,096
-1,080
-11% -$27.2K 0.17% 58
2024
Q2 		$257K Sell
10,176
-100
-1% -$2.36K 0.2% 55
2024
Q1 		$238K Buy
10,276
+324
+3% +$7.17K 0.19% 51
2023
Q4 		$206K Buy
+9,952
New +$193K 0.17% 51

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $13.4B AUM 22.25% 1-Year Est. Return

Brightwater Advisory's SCHG Position: Q1 2026 in Review

Brightwater Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.5% in Q1 2026, buying an estimated $13.2K and bringing the position to 9,837 shares worth $287K. The position accounts for 0.19% of the portfolio, ranked #59.

Brightwater Advisory first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $307K in Q4 2025. 1,619 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Brightwater Advisory held 9,837 shares of Schwab US Large-Cap Growth ETF worth $287K as of Q1 2026.
  • Brightwater Advisory bought 426 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $13.2K.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Brightwater Advisory's portfolio in Q1 2026, its #59 holding.
  • Brightwater Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Brightwater Advisory's Schwab US Large-Cap Growth ETF position peaked at $307K in Q4 2025.
  • 1,619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.