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Golden State Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Golden State Wealth Management’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 		$318K Sell
10,921
-24
-0.2% -$746 0.03% 318
2025
Q4 		$357K Buy
10,945
+3,124
+40% +$102K 0.04% 301
2025
Q3 		$250K Sell
7,821
-1,606
-17% -$48.9K 0.03% 342
2025
Q2 		$275K Sell
9,427
-3,526
-27% -$93.2K 0.03% 317
2025
Q1 		$324K Hold
12,953
– – 0.05% 279
2024
Q4 		$361K Buy
+12,953
New +$354K 0.05% 246
2022
Q1 		$328K Buy
17,552
+3,952
+29% +$72.1K 0.06% 226
2021
Q4 		$278K Hold
13,600
– – 0.05% 299
2021
Q3 		$252K Sell
13,600
-648
-5% -$12.3K 0.05% 256
2021
Q2 		$260K Hold
14,248
– – 0.06% 244
2021
Q1 		$231K Hold
14,248
– – 0.08% 178
2020
Q4 		$229K Sell
14,248
-9,800
-41% -$149K 0.07% 216
2020
Q3 		$346K Buy
+24,048
New +$335K 0.12% 129
2020
Q2 		– Sell
-24,048
Closed -$239K – 755
2020
Q1 		$239K Sell
24,048
-71,344
-75% -$814K 0.11% 132
2019
Q4 		$1.11M Buy
95,392
+71,344
+297% +$786K 0.21% 25
2019
Q3 		$253K Hold
24,048
– – 0.08% 176
2019
Q2 		$250K Sell
24,048
-13,104
-35% -$133K 0.08% 195
2019
Q1 		$369K Buy
+37,152
New +$351K 0.12% 145

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

Golden State Wealth Management's SCHG Position: Q1 2026 in Review

Golden State Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.22% in Q1 2026, selling an estimated $746 and leaving 10,921 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #318.

Golden State Wealth Management first reported a position in SCHG in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2019. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Golden State Wealth Management held 10,921 shares of Schwab US Large-Cap Growth ETF worth $318K as of Q1 2026.
  • Golden State Wealth Management sold 24 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $746.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Golden State Wealth Management's portfolio in Q1 2026, its #318 holding.
  • Golden State Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.11M in Q4 2019.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.