Focus Partners Wealth
SCHG icon

Focus Partners Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Focus Partners Wealth’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 		$354M Buy
12,147,955
+5,545,704
+84% +$172M 0.39% 54
2025
Q4 		$215M Buy
6,602,251
+5,728,214
+655% +$186M 0.25% 84
2025
Q3 		$27.9M Sell
874,037
-18,646
-2% -$568K 0.05% 327
2025
Q2 		$26.1M Buy
892,683
+94,157
+12% +$2.49M 0.06% 300
2025
Q1 		$20M Buy
798,526
+36,931
+5% +$1.01M 0.05% 327
2024
Q4 		$21.2M Sell
761,595
-6,877
-0.9% -$188K 0.06% 308
2024
Q3 		$20M Buy
768,472
+33,976
+5% +$855K 0.06% 284
2024
Q2 		$18.5M Buy
734,496
+632,188
+618% +$14.9M 0.06% 261
2024
Q1 		$2.37M Sell
102,308
-7,428
-7% -$164K 0.02% 450
2023
Q4 		$2.28M Buy
+109,736
New +$2.12M 0.03% 334

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

Focus Partners Wealth's SCHG Position: Q1 2026 in Review

Focus Partners Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 84% in Q1 2026, buying an estimated $172M and bringing the position to 12,147,955 shares worth $354M. The position accounts for 0.39% of the portfolio, ranked #54.

Focus Partners Wealth first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Focus Partners Wealth held 12,147,955 shares of Schwab US Large-Cap Growth ETF worth $354M as of Q1 2026.
  • Focus Partners Wealth bought 5,545,704 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $172M.
  • Schwab US Large-Cap Growth ETF made up 0.39% of Focus Partners Wealth's portfolio in Q1 2026, its #54 holding.
  • Focus Partners Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.