Carson Wealth (CWM LLC)
SCHG icon

Carson Wealth (CWM LLC)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Carson Wealth (CWM LLC)’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 		$210M Sell
7,205,154
-253,458
-3% -$7.88M 0.55% 31
2025
Q4 		$243M Buy
7,458,612
+155,983
+2% +$5.07M 0.66% 27
2025
Q3 		$233M Buy
7,302,629
+27,859
+0.4% +$849K 0.7% 29
2025
Q2 		$212M Buy
7,274,770
+61,738
+0.9% +$1.63M 0.75% 27
2025
Q1 		$181M Buy
7,213,032
+233,666
+3% +$6.4M 0.72% 26
2024
Q4 		$195M Buy
6,979,366
+52,346
+0.8% +$1.43M 0.81% 23
2024
Q3 		$180M Sell
6,927,020
-15,276
-0.2% -$384K 0.78% 23
2024
Q2 		$175M Buy
6,942,296
+120,388
+2% +$2.84M 0.83% 21
2024
Q1 		$158M Buy
6,821,908
+609,512
+10% +$13.5M 0.77% 27
2023
Q4 		$129M Buy
6,212,396
+361,264
+6% +$6.99M 0.69% 29
2023
Q3 		$106M Buy
5,851,132
+281,560
+5% +$5.3M 0.65% 32
2023
Q2 		$104M Buy
5,569,572
+311,500
+6% +$5.34M 0.64% 29
2023
Q1 		$85.7M Buy
5,258,072
+57,496
+1% +$873K 0.58% 29
2022
Q4 		$72.2M Sell
5,200,576
-330,864
-6% -$4.76M 0.53% 36
2022
Q3 		$77.2M Buy
5,531,440
+81,804
+2% +$1.28M 0.61% 28
2022
Q2 		$79M Sell
5,449,636
-377,532
-6% -$6.04M 0.61% 28
2022
Q1 		$109M Buy
5,827,168
+614,632
+12% +$11.2M 0.77% 23
2021
Q4 		$107M Buy
+5,212,536
New +$104M 0.75% 26
2021
Q2 		$87.2M Hold
4,776,808
– – 0.69% 30
2021
Q1 		$87.2M Hold
4,776,808
– – 0.69% 30
2020
Q4 		$87.2M Hold
4,776,808
– – 0.69% 30
2020
Q3 		$87.2M Hold
4,776,808
– – 0.69% 30
2020
Q2 		$87.2M Hold
4,776,808
– – 0.69% 30
2020
Q1 		$87.2M Hold
4,776,808
– – 0.69% 30
2019
Q4 		$87.2M Hold
4,776,808
– – 0.69% 30
2019
Q3 		$87.2M Hold
4,776,808
– – 0.69% 30
2019
Q2 		$87.2M Hold
4,776,808
– – 0.69% 30
2019
Q1 		$87.2M Buy
4,776,808
+4,580,432
+2,332% +$43.3M 0.69% 30
2018
Q4 		$1.69M Buy
196,376
+177,040
+916% +$1.65M 0.04% 302
2018
Q3 		$198K Buy
19,336
+8,640
+81% +$86.1K 0.01% 518
2018
Q2 		$101K Buy
10,696
+4,384
+69% +$40.8K ﹤0.01% 516
2018
Q1 		$57K Hold
6,312
– – ﹤0.01% 535
2017
Q4 		$56K Sell
6,312
-672
-10% -$5.78K ﹤0.01% 513
2017
Q3 		$58K Sell
6,984
-952
-12% -$7.72K ﹤0.01% 492
2017
Q2 		$63K Buy
7,936
+1,888
+31% +$14.7K ﹤0.01% 443
2017
Q1 		$46K Hold
6,048
– – ﹤0.01% 475
2016
Q4 		$42K Hold
6,048
– – ﹤0.01% 475
2016
Q3 		$42K Buy
+6,048
New +$41.5K ﹤0.01% 438

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

Carson Wealth (CWM LLC)'s SCHG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q1 2026, selling an estimated $7.88M and leaving 7,205,154 shares worth $210M. The position accounts for 0.55% of the portfolio, ranked #31.

Carson Wealth (CWM LLC) first reported a position in SCHG in Q3 2016 and has held it in 38 quarters since. The position peaked at $243M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,205,154 shares of Schwab US Large-Cap Growth ETF worth $210M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 253,458 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $7.88M.
  • Schwab US Large-Cap Growth ETF made up 0.55% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #31 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2016 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab US Large-Cap Growth ETF position peaked at $243M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.