Heritage Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Wealth Advisors’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	$174K	Sell	5,960 -173	-3%	-$5.38K	0.01%	215
2025 Q4	$200K	Buy	6,133 +1	+0%	+$33	0.01%	217
2025 Q3	$196K	Buy	6,132 +5,276	+616%	+$161K	0.01%	204
2025 Q2	$25K	Hold	856	–	–	﹤0.01%	353
2025 Q1	$21.4K	Buy	856 +173	+25%	+$4.74K	﹤0.01%	366
2024 Q4	$19K	Sell	683 -1	-0.1%	-$27	﹤0.01%	390
2024 Q3	$17.8K	Buy	684 +164	+32%	+$4.13K	﹤0.01%	407
2024 Q2	$13.1K	Hold	520	–	–	﹤0.01%	414
2024 Q1	$12.1K	Hold	520	–	–	﹤0.01%	432
2023 Q4	$10.8K	Sell	520 -21,580	-98%	-$417K	﹤0.01%	448
2023 Q3	$402K	Hold	22,100	–	–	0.02%	143
2023 Q2	$414K	Hold	22,100	–	–	0.02%	146
2023 Q1	$360K	Sell	22,100 -1,296	-6%	-$19.7K	0.02%	154
2022 Q4	$325K	Hold	23,396	–	–	0.02%	162
2022 Q3	$326K	Hold	23,396	–	–	0.02%	154
2022 Q2	$339K	Hold	23,396	–	–	0.02%	148
2022 Q1	$438K	Sell	23,396 -4	-0%	-$73	0.02%	136
2021 Q4	$479K	Hold	23,400	–	–	0.03%	140
2021 Q3	$433K	Hold	23,400	–	–	0.03%	143
2021 Q2	$427K	Hold	23,400	–	–	0.03%	147
2021 Q1	$380K	Hold	23,400	–	–	0.02%	157
2020 Q4	$376K	Hold	23,400	–	–	0.02%	154
2020 Q3	$337K	Hold	23,400	–	–	0.04%	116
2020 Q2	$297K	Hold	23,400	–	–	0.04%	121
2020 Q1	$233K	Hold	23,400	–	–	0.04%	120
2019 Q4	$272K	Hold	23,400	–	–	0.04%	139
2019 Q3	$245K	Sell	23,400 -18,264	-44%	-$192K	0.04%	138
2019 Q2	$433K	Buy	+41,664	New	+$424K	0.07%	100

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Heritage Wealth Advisors's SCHG Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q1 2026, selling an estimated $5.38K and leaving 5,960 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #215.

Heritage Wealth Advisors first reported a position in SCHG in Q2 2019 and has held it in 28 quarters since. The position peaked at $479K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Heritage Wealth Advisors held 5,960 shares of Schwab US Large-Cap Growth ETF worth $174K as of Q1 2026.
Heritage Wealth Advisors sold 173 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $5.38K.
Schwab US Large-Cap Growth ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #215 holding.
Heritage Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
Heritage Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $479K in Q4 2021.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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