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Caliber Wealth Management (Kansas)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Caliber Wealth Management (Kansas)’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 		$286K Sell
9,803
-68
-0.7% -$2.11K 0.03% 222
2025
Q4 		$322K Sell
9,871
-63
-0.6% -$2.05K 0.03% 210
2025
Q3 		$317K Sell
9,934
-320
-3% -$9.75K 0.04% 205
2025
Q2 		$300K Buy
10,254
+260
+3% +$6.87K 0.03% 229
2025
Q1 		$250K Buy
+9,994
New +$274K 0.03% 214

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

Caliber Wealth Management (Kansas)'s SCHG Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.69% in Q1 2026, selling an estimated $2.11K and leaving 9,803 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #222.

Caliber Wealth Management (Kansas) first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $322K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 9,803 shares of Schwab US Large-Cap Growth ETF worth $286K as of Q1 2026.
  • Caliber Wealth Management (Kansas) sold 68 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.11K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #222 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s Schwab US Large-Cap Growth ETF position peaked at $322K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.