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

Founders Grove 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 		$445K Buy
15,285
+114
+0.8% +$3.54K 0.1% 107
2025
Q4 		$495K Buy
15,171
+76
+0.5% +$2.47K 0.11% 103
2025
Q3 		$482K Hold
15,095
– – 0.11% 99
2025
Q2 		$441K Buy
+15,095
New +$399K 0.11% 98

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

Founders Grove Wealth Partners's SCHG Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.75% in Q1 2026, buying an estimated $3.54K and bringing the position to 15,285 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #107.

Founders Grove Wealth Partners first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $495K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Founders Grove Wealth Partners held 15,285 shares of Schwab US Large-Cap Growth ETF worth $445K as of Q1 2026.
  • Founders Grove Wealth Partners bought 114 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.54K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #107 holding.
  • Founders Grove Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Founders Grove Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $495K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.