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Concord Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Concord Wealth Partners’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 		– Sell
-4,006
Closed -$131K – 669
2025
Q4 		$131K Hold
4,006
– – 0.02% 230
2025
Q3 		$128K Sell
4,006
-8
-0.2% -$244 0.02% 234
2025
Q2 		$117K Hold
4,014
– – 0.02% 253
2025
Q1 		$101K Buy
4,014
+3,990
+16,625% +$109K 0.02% 247
2024
Q4 		$669 Sell
24
-32
-57% -$875 ﹤0.01% 839
2024
Q3 		$1.46K Hold
56
– – ﹤0.01% 786
2024
Q2 		$1.41K Hold
56
– – ﹤0.01% 696
2024
Q1 		$1.3K Sell
56
-2,296
-98% -$50.8K ﹤0.01% 780
2023
Q4 		$48.8K Hold
2,352
– – 0.01% 361
2023
Q3 		$42.8K Hold
2,352
– – 0.01% 400
2023
Q2 		$44.1K Sell
2,352
-656
-22% -$11.2K 0.01% 385
2023
Q1 		$49K Sell
3,008
-1,920
-39% -$29.1K 0.01% 350
2022
Q4 		$68.5K Buy
+4,928
New +$70.8K 0.02% 310
2022
Q3 		– Sell
-10,404
Closed -$151K – 951
2022
Q2 		$151K Buy
10,404
+2,300
+28% +$36.8K 0.04% 199
2022
Q1 		$152K Buy
8,104
+632
+8% +$11.5K 0.04% 227
2021
Q4 		$153K Buy
7,472
+5,136
+220% +$103K 0.04% 231
2021
Q3 		$43K Sell
2,336
-104
-4% -$1.98K 0.02% 244
2021
Q2 		$45K Sell
2,440
-2,064
-46% -$35.7K 0.01% 373
2021
Q1 		$73K Buy
4,504
+1,616
+56% +$26.3K 0.02% 269
2020
Q4 		$46K Buy
+2,888
New +$43.8K 0.04% 218

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

Concord Wealth Partners's SCHG Position: Q1 2026 in Review

Concord Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 4,006 shares — an estimated $131K sold.

Concord Wealth Partners first reported a position in SCHG in Q4 2020 and held it in 20 quarters. The position peaked at $153K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Concord Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 4,006 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $131K.
  • Concord Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $153K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.