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

Geometric 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 		$486K Hold
16,688
– – 0.06% 53
2025
Q4 		$544K Hold
16,688
– – 0.07% 46
2025
Q3 		$533K Hold
16,688
– – 0.07% 46
2025
Q2 		$487K Hold
16,688
– – 0.07% 45
2025
Q1 		$418K Hold
16,688
– – 0.07% 49
2024
Q4 		$465K Hold
16,688
– – 0.08% 44
2024
Q3 		$435K Hold
16,688
– – 0.08% 44
2024
Q2 		$421K Hold
16,688
– – 0.09% 41
2024
Q1 		$387K Hold
16,688
– – 0.09% 30
2023
Q4 		$346K Hold
16,688
– – 0.09% 29
2023
Q3 		$303K Hold
16,688
– – 0.09% 27
2023
Q2 		$320K Hold
16,688
– – 0.1% 24
2023
Q1 		$274K Hold
16,688
– – 0.1% 28
2022
Q4 		$232K Hold
16,688
– – 0.09% 29
2022
Q3 		$233K Hold
16,688
– – 0.11% 25
2022
Q2 		$242K Hold
16,688
– – 0.12% 26
2022
Q1 		$312K Hold
16,688
– – 0.93% 22
2021
Q4 		$342K Buy
+16,688
New +$334K 0.16% 16

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

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

Geometric Wealth Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 16,688 shares worth $486K. The position accounts for 0.06% of the portfolio, ranked #53.

Geometric Wealth Advisors first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $544K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Geometric Wealth Advisors held 16,688 shares of Schwab US Large-Cap Growth ETF worth $486K as of Q1 2026.
  • Geometric Wealth Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Geometric Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Geometric Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Geometric Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $544K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Geometric Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.