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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
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

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

Fourth Dimension Wealth's SCHG Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q1 2026, buying an estimated $4.54K and bringing the position to 8,548 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #124.

Fourth Dimension Wealth first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $278K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Fourth Dimension Wealth held 8,548 shares of Schwab US Large-Cap Growth ETF worth $249K as of Q1 2026.
  • Fourth Dimension Wealth bought 146 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.54K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Fourth Dimension Wealth's portfolio in Q1 2026, its #124 holding.
  • Fourth Dimension Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Schwab US Large-Cap Growth ETF position peaked at $278K in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.