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Code Waechter’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Code Waechter’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 		$17.3M Buy
592,508
+42,235
+8% +$1.31M 10.26% 1
2025
Q4 		$17.9M Buy
550,273
+89,388
+19% +$2.91M 11.53% 1
2025
Q3 		$14.6M Sell
460,885
-16,339
-3% -$498K 9.56% 1
2025
Q2 		$13.9M Buy
477,224
+110,150
+30% +$2.91M 9.92% 1
2025
Q1 		$9.19M Buy
367,074
+8,209
+2% +$225K 7.56% 1
2024
Q4 		$10M Sell
358,865
-3,251
-0.9% -$88.9K 8.73% 1
2024
Q3 		$9.43M Buy
+362,116
New +$9.11M 8.99% 1

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

Code Waechter's SCHG Position: Q1 2026 in Review

Code Waechter increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.7% in Q1 2026, buying an estimated $1.31M and bringing the position to 592,508 shares worth $17.3M. The position accounts for 10.26% of the portfolio, ranked #1.

Code Waechter first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Code Waechter held 592,508 shares of Schwab US Large-Cap Growth ETF worth $17.3M as of Q1 2026.
  • Code Waechter bought 42,235 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.31M.
  • Schwab US Large-Cap Growth ETF made up 10.26% of Code Waechter's portfolio in Q1 2026, its #1 holding.
  • Code Waechter first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Code Waechter's Schwab US Large-Cap Growth ETF position peaked at $17.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.