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Ferguson Wellman Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ferguson Wellman Capital 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 		$1.09M Sell
37,566
-52,248
-58% -$1.62M 0.02% 208
2025
Q4 		$2.93M Buy
89,814
+63,802
+245% +$2.08M 0.05% 118
2025
Q3 		$830K Hold
26,012
– – 0.01% 198
2025
Q2 		$760K Hold
26,012
– – 0.01% 202
2025
Q1 		$651K Sell
26,012
-3,460
-12% -$94.8K 0.01% 216
2024
Q4 		$821K Sell
29,472
-72
-0.2% -$1.97K 0.02% 199
2024
Q3 		$769K Hold
29,544
– – 0.01% 205
2024
Q2 		$745K Sell
29,544
-15,680
-35% -$370K 0.02% 202
2024
Q1 		$1.05M Buy
45,224
+15,680
+53% +$347K 0.02% 190
2023
Q4 		$613K Hold
29,544
– – 0.01% 233
2023
Q3 		$537K Hold
29,544
– – 0.01% 237
2023
Q2 		$554K Hold
29,544
– – 0.01% 247
2023
Q1 		$481K Hold
29,544
– – 0.01% 253
2022
Q4 		$410K Hold
29,544
– – 0.01% 268
2022
Q3 		$412K Buy
29,544
+14,400
+95% +$226K 0.02% 238
2022
Q2 		$220K Hold
15,144
– – 0.01% 295
2022
Q1 		$283K Buy
15,144
+672
+5% +$12.3K 0.01% 290
2021
Q4 		$296K Buy
+14,472
New +$289K 0.01% 289

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

Ferguson Wellman Capital Management's SCHG Position: Q1 2026 in Review

Ferguson Wellman Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 58% in Q1 2026, selling an estimated $1.62M and leaving 37,566 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #208.

Ferguson Wellman Capital Management first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.93M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ferguson Wellman Capital Management held 37,566 shares of Schwab US Large-Cap Growth ETF worth $1.09M as of Q1 2026.
  • Ferguson Wellman Capital Management sold 52,248 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.62M.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #208 holding.
  • Ferguson Wellman Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Ferguson Wellman Capital Management's Schwab US Large-Cap Growth ETF position peaked at $2.93M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.