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

Gen-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 		$2.14K Sell
73
-179
-71% -$5.56K ﹤0.01% 638
2025
Q4 		$8.22K Buy
252
+3
+1% +$98 ﹤0.01% 534
2025
Q3 		$7.96K Buy
249
+23
+10% +$701 ﹤0.01% 529
2025
Q2 		$6.59K Buy
226
+24
+12% +$635 ﹤0.01% 493
2025
Q1 		$5.06K Sell
202
-190
-48% -$5.2K ﹤0.01% 495
2024
Q4 		$10.9K Sell
392
-988
-72% -$27K ﹤0.01% 462
2024
Q3 		$9.21K Buy
1,380
+1,088
+373% +$27.4K ﹤0.01% 503
2024
Q2 		$7.36K Buy
292
+40
+16% +$944 ﹤0.01% 492
2024
Q1 		$5.87K Buy
+252
New +$5.57K ﹤0.01% 489

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

Gen-Wealth Partners's SCHG Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 71% in Q1 2026, selling an estimated $5.56K and leaving 73 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Gen-Wealth Partners first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.9K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Gen-Wealth Partners held 73 shares of Schwab US Large-Cap Growth ETF worth $2.14K as of Q1 2026.
  • Gen-Wealth Partners sold 179 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $5.56K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #638 holding.
  • Gen-Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $10.9K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.