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Crux Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Crux Wealth Advisors’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 		$2.43M Sell
83,376
-8,809
-10% -$274K 0.93% 33
2025
Q4 		$3.01M Sell
92,185
-742
-0.8% -$24.1K 1.12% 25
2025
Q3 		$2.97M Sell
92,927
-48
-0.1% -$1.46K 1.18% 24
2025
Q2 		$2.72M Buy
92,975
+562
+0.6% +$14.9K 1.16% 23
2025
Q1 		$2.31M Sell
92,413
-1,158
-1% -$31.7K 1.2% 22
2024
Q4 		$2.61M Buy
+93,571
New +$2.56M 1.45% 21

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

Crux Wealth Advisors's SCHG Position: Q1 2026 in Review

Crux Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.6% in Q1 2026, selling an estimated $274K and leaving 83,376 shares worth $2.43M. The position accounts for 0.93% of the portfolio, ranked #33.

Crux Wealth Advisors first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.01M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Crux Wealth Advisors held 83,376 shares of Schwab US Large-Cap Growth ETF worth $2.43M as of Q1 2026.
  • Crux Wealth Advisors sold 8,809 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $274K.
  • Schwab US Large-Cap Growth ETF made up 0.93% of Crux Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Crux Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Crux Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.01M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.