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

Hillcrest 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 		– Sell
-6,640
Closed -$217K – 54
2025
Q4 		$217K Hold
6,640
– – 0.09% 48
2025
Q3 		$212K Buy
+6,640
New +$202K 0.1% 48

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

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

Hillcrest Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,640 shares — an estimated $217K sold.

Hillcrest Wealth Advisors first reported a position in SCHG in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Hillcrest Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 6,640 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $217K.
  • Hillcrest Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Hillcrest Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $217K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.