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

Copia 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 		– Sell
-1,910
Closed -$62.3K – 544
2025
Q4 		$62.3K Hold
1,910
– – 0.04% 186
2025
Q3 		$60.9K Hold
1,910
– – 0.05% 173
2025
Q2 		$55.8K Hold
1,910
– – 0.05% 159
2025
Q1 		$47.8K Buy
+1,910
New +$52.3K 0.04% 163

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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

Copia Wealth Management's SCHG Position: Q1 2026 in Review

Copia Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 1,910 shares — an estimated $62.3K sold.

Copia Wealth Management first reported a position in SCHG in Q1 2025 and held it in 4 quarters. The position peaked at $62.3K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Copia Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Copia Wealth Management sold 1,910 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $62.3K.
  • Copia Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 4 quarters.
  • Copia Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $62.3K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.