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Granite Bay Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Granite Bay 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 		$438K Buy
15,022
+11
+0.1% +$342 0.09% 58
2025
Q4 		$490K Sell
15,011
-226
-1% -$7.35K 0.12% 53
2025
Q3 		$486K Sell
15,237
-1,863
-11% -$56.8K 0.13% 50
2025
Q2 		$499K Sell
17,100
-3,354
-16% -$88.7K 0.16% 41
2025
Q1 		$512K Sell
20,454
-3,298
-14% -$90.3K 0.18% 42
2024
Q4 		$662K Buy
+23,752
New +$650K 0.25% 39
2024
Q3 		– Sell
-25,932
Closed -$654K – 68
2024
Q2 		$654K Sell
25,932
-3,480
-12% -$82.1K 0.35% 36
2024
Q1 		$682K Sell
29,412
-2,517,844
-99% -$55.7M 0.39% 40
2023
Q4 		$49.3M Sell
2,547,256
-157,408
-6% -$3.04M 0.44% 33
2023
Q3 		$50.9M Buy
+2,704,664
New +$50.9M 0.5% 34
2023
Q2 		– Sell
-38,656
Closed -$630K – 70
2023
Q1 		$630K Buy
38,656
+304
+0.8% +$4.61K 0.44% 37
2022
Q4 		$533K Buy
38,352
+192
+0.5% +$2.76K 0.35% 35
2022
Q3 		$532K Sell
38,160
-3,108
-8% -$48.7K 0.43% 31
2022
Q2 		$598K Buy
41,268
+188
+0.5% +$3K 0.46% 30
2022
Q1 		$768K Buy
41,080
+1,792
+5% +$32.7K 0.62% 28
2021
Q4 		$804K Buy
+39,288
New +$785K 0.79% 26

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

Granite Bay Wealth Management's SCHG Position: Q1 2026 in Review

Granite Bay Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.07% in Q1 2026, buying an estimated $342 and bringing the position to 15,022 shares worth $438K. The position accounts for 0.09% of the portfolio, ranked #58.

Granite Bay Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 16 quarters since. The position peaked at $50.9M in Q3 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Granite Bay Wealth Management held 15,022 shares of Schwab US Large-Cap Growth ETF worth $438K as of Q1 2026.
  • Granite Bay Wealth Management bought 11 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $342.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Granite Bay Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Granite Bay Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • Granite Bay Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $50.9M in Q3 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.