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

Finer 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 		$357K Sell
12,259
-302
-2% -$9.39K 0.18% 68
2025
Q4 		$410K Sell
12,561
-156
-1% -$5.07K 0.2% 64
2025
Q3 		$406K Sell
12,717
-905
-7% -$27.6K 0.2% 61
2025
Q2 		$398K Sell
13,622
-1,240
-8% -$32.8K 0.21% 66
2025
Q1 		$372K Buy
14,862
+196
+1% +$5.37K 0.22% 67
2024
Q4 		$409K Sell
14,666
-510
-3% -$13.9K 0.23% 64
2024
Q3 		$395K Sell
15,176
-1,032
-6% -$26K 0.24% 63
2024
Q2 		$409K Buy
16,208
+380
+2% +$8.96K 0.26% 58
2024
Q1 		$367K Sell
15,828
-1,536
-9% -$34K 0.24% 63
2023
Q4 		$360K Sell
17,364
-32
-0.2% -$619 0.27% 61
2023
Q3 		$316K Buy
17,396
+1,184
+7% +$22.3K 0.25% 62
2023
Q2 		$304K Sell
16,212
-1,760
-10% -$30.2K 0.24% 67
2023
Q1 		$293K Sell
17,972
-120
-0.7% -$1.82K 0.25% 69
2022
Q4 		$251K Buy
18,092
+592
+3% +$8.51K 0.24% 71
2022
Q3 		$244K Buy
17,500
+1,328
+8% +$20.8K 0.24% 71
2022
Q2 		$235K Buy
16,172
+88
+0.5% +$1.41K 0.21% 73
2022
Q1 		$301K Sell
16,084
-884
-5% -$16.1K 0.25% 72
2021
Q4 		$362K Buy
+16,968
New +$339K 0.3% 66

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

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

Finer Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q1 2026, selling an estimated $9.39K and leaving 12,259 shares worth $357K. The position accounts for 0.18% of the portfolio, ranked #68.

Finer Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $410K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Finer Wealth Management held 12,259 shares of Schwab US Large-Cap Growth ETF worth $357K as of Q1 2026.
  • Finer Wealth Management sold 302 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $9.39K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Finer Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Finer Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $410K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.