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FinDec Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

FinDec Wealth Services’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 		$10.8M Sell
369,294
-16,818
-4% -$523K 13.15% 2
2025
Q4 		$12.6M Sell
386,112
-25,899
-6% -$842K 13.51% 2
2025
Q3 		$13.1M Sell
412,011
-41,656
-9% -$1.27M 13.61% 2
2025
Q2 		$13.3M Sell
453,667
-35,249
-7% -$932K 13.86% 2
2025
Q1 		$12.2M Buy
488,916
+322,242
+193% +$8.83M 12.1% 2
2024
Q4 		$4.65M Sell
166,674
-43,298
-21% -$1.18M 3.23% 13
2024
Q3 		$5.47M Buy
209,972
+2,956
+1% +$74.4K 3.17% 13
2024
Q2 		$5.22M Sell
207,016
-17,912
-8% -$423K 3.29% 13
2024
Q1 		$5.21M Sell
224,928
-4,520
-2% -$100K 3.28% 14
2023
Q4 		$4.76M Buy
229,448
+42,628
+23% +$825K 3.18% 15
2023
Q3 		$3.4M Sell
186,820
-1,616
-0.9% -$30.4K 2.45% 17
2023
Q2 		$3.53M Sell
188,436
-1,128
-0.6% -$19.3K 2.47% 17
2023
Q1 		$3.09M Buy
189,564
+150,116
+381% +$2.28M 2.34% 18
2022
Q4 		$548K Buy
+39,448
New +$567K 0.45% 30

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

FinDec Wealth Services's SCHG Position: Q1 2026 in Review

FinDec Wealth Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.4% in Q1 2026, selling an estimated $523K and leaving 369,294 shares worth $10.8M. The position accounts for 13.15% of the portfolio, ranked #2.

FinDec Wealth Services first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.3M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • FinDec Wealth Services held 369,294 shares of Schwab US Large-Cap Growth ETF worth $10.8M as of Q1 2026.
  • FinDec Wealth Services sold 16,818 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $523K.
  • Schwab US Large-Cap Growth ETF made up 13.15% of FinDec Wealth Services's portfolio in Q1 2026, its #2 holding.
  • FinDec Wealth Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • FinDec Wealth Services's Schwab US Large-Cap Growth ETF position peaked at $13.3M in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.