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Guardian Wealth Advisors (North Carolina)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$369K Hold
12,676
– – 0.02% 255
2025
Q4 		$414K Buy
12,676
+4,872
+62% +$158K 0.03% 247
2025
Q3 		$249K Hold
7,804
– – 0.02% 311
2025
Q2 		$228K Buy
7,804
+91
+1% +$2.41K 0.02% 310
2025
Q1 		$193K Buy
7,713
+3,061
+66% +$83.8K 0.02% 316
2024
Q4 		$130K Buy
4,652
+32
+0.7% +$875 0.01% 324
2024
Q3 		$120K Hold
4,620
– – 0.01% 276
2024
Q2 		$116K Sell
4,620
-4,544
-50% -$107K 0.01% 266
2024
Q1 		$212K Sell
9,164
-4,600
-33% -$102K 0.03% 260
2023
Q4 		$286K Sell
13,764
-260
-2% -$5.03K 0.04% 195
2023
Q3 		$255K Sell
14,024
-744
-5% -$14K 0.04% 199
2023
Q2 		$277K Buy
14,768
+828
+6% +$14.2K 0.05% 178
2023
Q1 		$227K Sell
13,940
-756
-5% -$11.5K 0.04% 200
2022
Q4 		$204K Buy
14,696
+272
+2% +$3.91K 0.04% 196
2022
Q3 		$201K Sell
14,424
-20
-0.1% -$313 0.04% 189
2022
Q2 		$209K Buy
14,444
+10,292
+248% +$165K 0.04% 182
2022
Q1 		$78K Sell
4,152
-848
-17% -$15.5K 0.03% 180
2021
Q4 		$102K Buy
+5,000
New +$99.9K 0.04% 159

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 $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

Guardian Wealth Advisors (North Carolina)'s SCHG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 12,676 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #255.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $414K in Q4 2025. 1,615 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 12,676 shares of Schwab US Large-Cap Growth ETF worth $369K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #255 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Schwab US Large-Cap Growth ETF position peaked at $414K in Q4 2025.
  • 1,615 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.