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FSC Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

FSC Wealth Advisors’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 		– Sell
-49,736
Closed -$1.62M – 24
2025
Q4 		$1.62M Sell
49,736
-81,986
-62% -$2.67M 2.63% 15
2025
Q3 		$4.2M Sell
131,722
-863
-0.7% -$26.3K 2.42% 14
2025
Q2 		$3.87M Buy
132,585
+244
+0.2% +$6.45K 2.44% 14
2025
Q1 		$3.31M Sell
132,341
-189
-0.1% -$5.18K 2.17% 12
2024
Q4 		$3.69M Buy
132,530
+4,650
+4% +$127K 2.38% 12
2024
Q3 		$3.33M Sell
127,880
-111,560
-47% -$2.81M 2.39% 12
2024
Q2 		$6.04M Sell
239,440
-6,456
-3% -$152K 4.46% 7
2024
Q1 		$5.7M Buy
+245,896
New +$5.44M 4.01% 8
2023
Q4 		– Sell
-808
Closed -$14.7K – 292
2023
Q3 		$14.7K Sell
808
-478,720
-100% -$9.01M 0.02% 144
2023
Q2 		$8.99M Buy
479,528
+478,720
+59,248% +$8.21M 8.08% 6
2023
Q1 		$13.2K Hold
808
– – 0.02% 103
2022
Q4 		$11.2K Hold
808
– – 0.02% 103
2022
Q3 		$11K Hold
808
– – 0.11% 104
2022
Q2 		$12K Hold
808
– – 0.11% 98
2022
Q1 		$15K Sell
808
-758,128
-100% -$13.8M 0.01% 110
2021
Q4 		$15.5M Buy
+758,936
New +$15.2M 10.53% 2

Other funds holding SCHG

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

FSC Wealth Advisors's SCHG Position: Q1 2026 in Review

FSC Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 49,736 shares — an estimated $1.62M sold.

FSC Wealth Advisors first reported a position in SCHG in Q4 2021 and held it in 16 quarters. The position peaked at $15.5M in Q4 2021. 1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • FSC Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • FSC Wealth Advisors sold 49,736 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.62M.
  • FSC Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 16 quarters.
  • FSC Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $15.5M in Q4 2021.
  • 1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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