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

Fingerlakes 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 		$7.16M Buy
245,760
+14,524
+6% +$451K 4.75% 5
2025
Q4 		$7.54M Buy
231,236
+12,988
+6% +$422K 4.79% 4
2025
Q3 		$6.96M Buy
218,248
+23,155
+12% +$706K 4.54% 4
2025
Q2 		$5.7M Buy
195,093
+28,317
+17% +$749K 4.25% 5
2025
Q1 		$4.18M Buy
166,776
+15,653
+10% +$429K 3.55% 6
2024
Q4 		$4.21M Buy
151,123
+17,727
+13% +$485K 3.4% 6
2024
Q3 		$3.47M Buy
133,396
+23,016
+21% +$579K 2.89% 7
2024
Q2 		$2.78M Buy
110,380
+20,012
+22% +$472K 2.5% 9
2024
Q1 		$2.09M Buy
90,368
+6,328
+8% +$140K 2.02% 15
2023
Q4 		$1.74M Buy
84,040
+15,480
+23% +$299K 1.87% 18
2023
Q3 		$1.25M Buy
68,560
+2,076
+3% +$39.1K 1.52% 22
2023
Q2 		$1.25M Buy
66,484
+1,848
+3% +$31.7K 1.43% 23
2023
Q1 		$1.05M Buy
64,636
+16,428
+34% +$249K 1.31% 26
2022
Q4 		$670K Sell
48,208
-1,328
-3% -$19.1K 0.92% 33
2022
Q3 		$691K Buy
49,536
+2,376
+5% +$37.2K 1.01% 31
2022
Q2 		$684K Buy
47,160
+23,636
+100% +$378K 0.94% 31
2022
Q1 		$440K Buy
23,524
+13,060
+125% +$238K 0.51% 58
2021
Q4 		$210K Buy
+10,464
New +$209K 0.24% 88

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

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

Fingerlakes Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.3% in Q1 2026, buying an estimated $451K and bringing the position to 245,760 shares worth $7.16M. The position accounts for 4.75% of the portfolio, ranked #5.

Fingerlakes Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.54M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Fingerlakes Wealth Management held 245,760 shares of Schwab US Large-Cap Growth ETF worth $7.16M as of Q1 2026.
  • Fingerlakes Wealth Management bought 14,524 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $451K.
  • Schwab US Large-Cap Growth ETF made up 4.75% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Fingerlakes Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Fingerlakes Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $7.54M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.