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Goepper Burkhardt’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Goepper Burkhardt’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 		$40.8M Buy
1,400,063
+25,347
+2% +$788K 13.63% 1
2025
Q4 		$44.8M Buy
1,374,716
+36,040
+3% +$1.17M 14.61% 1
2025
Q3 		$42.7M Buy
1,338,676
+11,566
+0.9% +$352K 14.56% 1
2025
Q2 		$38.8M Buy
1,327,110
+68,592
+5% +$1.81M 14.28% 1
2025
Q1 		$31.5M Buy
1,258,518
+25,740
+2% +$705K 12.6% 1
2024
Q4 		$34.4M Sell
1,232,778
-19,034
-2% -$521K 13.95% 1
2024
Q3 		$32.6M Buy
1,251,812
+12,684
+1% +$319K 13.45% 1
2024
Q2 		$31.2M Buy
1,239,128
+3,628
+0.3% +$85.6K 14.14% 1
2024
Q1 		$28.7M Buy
1,235,500
+30,368
+3% +$672K 13.36% 1
2023
Q4 		$27.3M Buy
1,205,132
+29,580
+3% +$572K 13.56% 1
2023
Q3 		$21.4M Buy
1,175,552
+17,624
+2% +$332K 13.04% 1
2023
Q2 		$21.7M Buy
1,157,928
+29,588
+3% +$507K 13.09% 1
2023
Q1 		$18.4M Buy
1,128,340
+49,204
+5% +$747K 12.03% 1
2022
Q4 		$15M Buy
1,079,136
+10,048
+0.9% +$144K 10.49% 3
2022
Q3 		$14.9M Buy
1,069,088
+1,824
+0.2% +$28.6K 11.09% 2
2022
Q2 		$15.5M Sell
1,067,264
-17,412
-2% -$278K 10.9% 3
2022
Q1 		$20.3M Sell
1,084,676
-436
-0% -$7.95K 12.31% 1
2021
Q4 		$22.2M Buy
1,085,112
+18,824
+2% +$376K 13.2% 1
2021
Q3 		$19.7M Buy
1,066,288
+7,592
+0.7% +$145K 12.58% 2
2021
Q2 		$19.3M Buy
1,058,696
+13,160
+1% +$228K 12.2% 2
2021
Q1 		$17M Sell
1,045,536
-22,392
-2% -$364K 11.53% 3
2020
Q4 		$17.1M Buy
+1,067,928
New +$16.2M 12.44% 2

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $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

Goepper Burkhardt's SCHG Position: Q1 2026 in Review

Goepper Burkhardt increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q1 2026, buying an estimated $788K and bringing the position to 1,400,063 shares worth $40.8M. The position accounts for 13.63% of the portfolio, ranked #1.

Goepper Burkhardt first reported a position in SCHG in Q4 2020 and has held it in 22 quarters since. The position peaked at $44.8M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Goepper Burkhardt held 1,400,063 shares of Schwab US Large-Cap Growth ETF worth $40.8M as of Q1 2026.
  • Goepper Burkhardt bought 25,347 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $788K.
  • Schwab US Large-Cap Growth ETF made up 13.63% of Goepper Burkhardt's portfolio in Q1 2026, its #1 holding.
  • Goepper Burkhardt first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Schwab US Large-Cap Growth ETF position peaked at $44.8M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.