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

Forefront Wealth Partners’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	$3.88M	Sell	133,121 -8,537	-6%	-$265K	1.62%	10
2025 Q4	$4.62M	Buy	141,658 +6,112	+5%	+$199K	2.19%	7
2025 Q3	$4.33M	Buy	135,546 +90,006	+198%	+$2.74M	1.09%	28
2025 Q2	$1.27M	Buy	45,540 +18,125	+66%	+$479K	0.87%	34
2025 Q1	$686K	Sell	27,415 -18,125	-40%	-$496K	0.47%	50
2024 Q4	$1.27M	Buy	+45,540	New	+$1.25M	0.95%	32

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

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

Forefront Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6% in Q1 2026, selling an estimated $265K and leaving 133,121 shares worth $3.88M. The position accounts for 1.62% of the portfolio, ranked #10.

Forefront Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.62M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Forefront Wealth Partners held 133,121 shares of Schwab US Large-Cap Growth ETF worth $3.88M as of Q1 2026.
Forefront Wealth Partners sold 8,537 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $265K.
Schwab US Large-Cap Growth ETF made up 1.62% of Forefront Wealth Partners's portfolio in Q1 2026, its #10 holding.
Forefront Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Forefront Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $4.62M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.