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

GSB 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 		$7.03M Buy
241,225
+5,968
+3% +$186K 1.59% 11
2025
Q4 		$7.67M Buy
235,257
+2,940
+1% +$95.6K 1.74% 9
2025
Q3 		$7.42M Buy
232,317
+24,523
+12% +$747K 1.68% 10
2025
Q2 		$6.06M Sell
207,794
-18,247
-8% -$482K 1.48% 14
2025
Q1 		$5.68M Sell
226,041
-17,450
-7% -$478K 1.49% 11
2024
Q4 		$6.79M Buy
243,491
+11,243
+5% +$307K 1.75% 9
2024
Q3 		$6.05M Sell
232,248
-1,748
-0.7% -$44K 1.55% 10
2024
Q2 		$5.9M Buy
233,996
+1,128
+0.5% +$26.6K 1.61% 9
2024
Q1 		$5.4M Buy
232,868
+32,724
+16% +$724K 1.52% 9
2023
Q4 		$4.15M Sell
200,144
-4,084
-2% -$79K 1.28% 11
2023
Q3 		$3.71M Buy
204,228
+13,768
+7% +$259K 1.24% 12
2023
Q2 		$3.57M Buy
190,460
+47,356
+33% +$812K 1.16% 15
2023
Q1 		$2.33M Buy
+143,104
New +$2.17M 0.76% 38

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

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

GSB Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.5% in Q1 2026, buying an estimated $186K and bringing the position to 241,225 shares worth $7.03M. The position accounts for 1.59% of the portfolio, ranked #11.

GSB Wealth Management first reported a position in SCHG in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.67M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • GSB Wealth Management held 241,225 shares of Schwab US Large-Cap Growth ETF worth $7.03M as of Q1 2026.
  • GSB Wealth Management bought 5,968 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $186K.
  • Schwab US Large-Cap Growth ETF made up 1.59% of GSB Wealth Management's portfolio in Q1 2026, its #11 holding.
  • GSB Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • GSB Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $7.67M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.