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

Heirloom 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 		$3.81M Buy
130,863
+35,308
+37% +$1.1M 0.69% 28
2025
Q4 		$3.12M Buy
95,555
+3,103
+3% +$101K 0.72% 24
2025
Q3 		$2.95M Sell
92,452
-21,091
-19% -$643K 0.71% 23
2025
Q2 		$3.32M Buy
113,543
+2,518
+2% +$66.6K 0.88% 23
2025
Q1 		$2.78M Buy
111,025
+17,003
+18% +$466K 0.8% 23
2024
Q4 		$2.62M Sell
94,022
-9,502
-9% -$260K 0.79% 24
2024
Q3 		$2.7M Sell
103,524
-2,712
-3% -$68.2K 0.84% 22
2024
Q2 		$2.68M Sell
106,236
-9,052
-8% -$214K 0.87% 22
2024
Q1 		$2.67M Buy
115,288
+2,448
+2% +$54.1K 0.91% 22
2023
Q4 		$2.34M Buy
112,840
+2,012
+2% +$38.9K 0.9% 22
2023
Q3 		$2.01M Sell
110,828
-1,780
-2% -$33.5K 0.9% 22
2023
Q2 		$2.11M Buy
112,608
+9,308
+9% +$160K 0.92% 23
2023
Q1 		$1.68M Buy
103,300
+56,160
+119% +$852K 0.8% 22
2022
Q4 		$655K Buy
+47,140
New +$678K 0.41% 31

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

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

Heirloom Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 37% in Q1 2026, buying an estimated $1.1M and bringing the position to 130,863 shares worth $3.81M. The position accounts for 0.69% of the portfolio, ranked #28.

Heirloom Wealth Management first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Heirloom Wealth Management held 130,863 shares of Schwab US Large-Cap Growth ETF worth $3.81M as of Q1 2026.
  • Heirloom Wealth Management bought 35,308 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.1M.
  • Schwab US Large-Cap Growth ETF made up 0.69% of Heirloom Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Heirloom Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.