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Fourth Dimension Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fourth Dimension 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
Q2 		$284K Sell
8,382
-166
-2% -$5.5K 0.09% 136
2026
Q1 		$249K Buy
8,548
+146
+2% +$4.54K 0.09% 124
2025
Q4 		$274K Buy
8,402
+1,590
+23% +$51.7K 0.1% 114
2025
Q3 		$217K Sell
6,812
-2,718
-29% -$82.8K 0.08% 126
2025
Q2 		$278K Sell
9,530
-181
-2% -$4.79K 0.12% 101
2025
Q1 		$243K Buy
9,711
+15
+0.2% +$411 0.12% 97
2024
Q4 		$270K Buy
+9,696
New +$265K 0.14% 89

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fourth Dimension Wealth's SCHG Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q2 2026, selling an estimated $5.5K and leaving 8,382 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #136.

Fourth Dimension Wealth first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Fourth Dimension Wealth held 8,382 shares of Schwab US Large-Cap Growth ETF worth $284K as of Q2 2026.
  • Fourth Dimension Wealth sold 166 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.5K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Fourth Dimension Wealth's portfolio in Q2 2026, its #136 holding.
  • Fourth Dimension Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.