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

Capital Advisors 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 		$1.6M Sell
54,869
-5,136
-9% -$160K 0.21% 72
2025
Q4 		$1.96M Buy
60,005
+4,325
+8% +$141K 0.27% 65
2025
Q3 		$1.78M Buy
55,680
+1,293
+2% +$39.4K 0.25% 61
2025
Q2 		$1.59M Buy
54,387
+3,280
+6% +$86.7K 0.25% 60
2025
Q1 		$1.28M Buy
51,107
+6,385
+14% +$175K 0.23% 61
2024
Q4 		$1.25M Buy
44,722
+2,638
+6% +$72.1K 0.22% 60
2024
Q3 		$1.1M Buy
42,084
+2,348
+6% +$59.1K 0.2% 58
2024
Q2 		$1M Buy
39,736
+14,204
+56% +$335K 0.2% 57
2024
Q1 		$592K Buy
25,532
+960
+4% +$21.2K 0.12% 77
2023
Q4 		$510K Buy
24,572
+496
+2% +$9.59K 0.12% 81
2023
Q3 		$438K Buy
24,076
+1,408
+6% +$26.5K 0.11% 83
2023
Q2 		$425K Buy
22,668
+232
+1% +$3.98K 0.11% 87
2023
Q1 		$366K Buy
22,436
+1,000
+5% +$15.2K 0.1% 90
2022
Q4 		$298K Buy
+21,436
New +$308K 0.09% 96

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

Capital Advisors Wealth Management's SCHG Position: Q1 2026 in Review

Capital Advisors Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.6% in Q1 2026, selling an estimated $160K and leaving 54,869 shares worth $1.6M. The position accounts for 0.21% of the portfolio, ranked #72.

Capital Advisors Wealth Management first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.96M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Capital Advisors Wealth Management held 54,869 shares of Schwab US Large-Cap Growth ETF worth $1.6M as of Q1 2026.
  • Capital Advisors Wealth Management sold 5,136 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $160K.
  • Schwab US Large-Cap Growth ETF made up 0.21% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Capital Advisors Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Capital Advisors Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.96M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.