Corient Private Wealth
SCHG icon

Corient Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Corient Private Wealth’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 		$8.98M Sell
308,406
-275,128
-47% -$8.55M 0.01% 657
2025
Q4 		$19M Buy
583,534
+456,162
+358% +$14.8M 0.01% 577
2025
Q3 		$4.06M Sell
127,372
-37,166
-23% -$1.13M 0.01% 786
2025
Q2 		$4.81M Sell
164,538
-72,792
-31% -$1.92M 0.01% 710
2025
Q1 		$5.94M Buy
237,330
+49,603
+26% +$1.36M 0.01% 643
2024
Q4 		$5.23M Sell
187,727
-39,697
-17% -$1.09M 0.01% 680
2024
Q3 		$5.92M Sell
227,424
-4,916
-2% -$124K 0.01% 704
2024
Q2 		$5.89M Buy
232,340
+10,888
+5% +$257K 0.01% 665
2024
Q1 		$5.13M Buy
221,452
+920
+0.4% +$20.3K 0.01% 700
2023
Q4 		$4.57M Buy
220,532
+103,796
+89% +$2.01M 0.01% 719
2023
Q3 		$2.12M Sell
116,736
-40,824
-26% -$768K ﹤0.01% 888
2023
Q2 		$2.95M Buy
157,560
+43,680
+38% +$749K 0.01% 781
2023
Q1 		$1.86M Buy
113,880
+66,004
+138% +$1M 0.01% 868
2022
Q4 		$665K Buy
+47,876
New +$688K ﹤0.01% 1051

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

Corient Private Wealth's SCHG Position: Q1 2026 in Review

Corient Private Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 47% in Q1 2026, selling an estimated $8.55M and leaving 308,406 shares worth $8.98M. The position accounts for 0.01% of the portfolio, ranked #657.

Corient Private Wealth first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $19M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Corient Private Wealth held 308,406 shares of Schwab US Large-Cap Growth ETF worth $8.98M as of Q1 2026.
  • Corient Private Wealth sold 275,128 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $8.55M.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #657 holding.
  • Corient Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $19M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.