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

Greenline 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 		– Sell
-121
Closed -$3.94K – 438
2025
Q4 		$3.94K Buy
+121
New +$3.94K ﹤0.01% 415

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MG
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Charles Schwab
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Greenline Wealth Management's SCHG Position: Q1 2026 in Review

Greenline Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 121 shares — an estimated $3.94K sold.

Greenline Wealth Management first reported a position in SCHG in Q4 2025 and held it in 1 quarter. The position peaked at $3.94K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Greenline Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 121 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.94K.
  • Greenline Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $3.94K in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.