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

Fonville 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	$253K	Buy	8,689 +155	+2%	+$4.82K	0.05%	120
2025 Q4	$278K	Buy	8,534 +1,861	+28%	+$60.5K	0.06%	109
2025 Q3	$213K	Sell	6,673 -483	-7%	-$14.7K	0.05%	123
2025 Q2	$209K	Buy	+7,156	New	+$189K	0.05%	121
2025 Q1	–	Sell	-7,660	Closed	-$213K	–	124
2024 Q4	$213K	Sell	7,660 -292	-4%	-$7.99K	0.07%	103
2024 Q3	$207K	Sell	7,952 -844	-10%	-$21.2K	0.07%	114
2024 Q2	$222K	Sell	8,796 -144	-2%	-$3.4K	0.09%	93
2024 Q1	$207K	Buy	+8,940	New	+$198K	0.09%	92

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Fonville Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q1 2026, buying an estimated $4.82K and bringing the position to 8,689 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #120.

Fonville Wealth Management first reported a position in SCHG in Q1 2024 and has held it in 8 quarters since. The position peaked at $278K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Fonville Wealth Management held 8,689 shares of Schwab US Large-Cap Growth ETF worth $253K as of Q1 2026.
Fonville Wealth Management bought 155 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.82K.
Schwab US Large-Cap Growth ETF made up 0.05% of Fonville Wealth Management's portfolio in Q1 2026, its #120 holding.
Fonville Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
Fonville Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $278K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fonville Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.