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

Hilltop 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 		$659K Sell
22,630
-4,709
-17% -$146K 0.4% 29
2025
Q4 		$892K Sell
27,339
-535
-2% -$17.4K 0.45% 28
2025
Q3 		$889K Sell
27,874
-42
-0.2% -$1.28K 0.46% 28
2025
Q2 		$815K Sell
27,916
-1,086
-4% -$28.7K 0.46% 26
2025
Q1 		$726K Sell
29,002
-3,434
-11% -$94.1K 0.41% 29
2024
Q4 		$904K Sell
32,436
-168
-0.5% -$4.59K 0.46% 27
2024
Q3 		$849K Sell
32,604
-4,456
-12% -$112K 0.4% 29
2024
Q2 		$934K Sell
37,060
-1,180
-3% -$27.8K 0.47% 26
2024
Q1 		$886K Sell
38,240
-1,984
-5% -$43.9K 0.45% 26
2023
Q4 		$834K Sell
40,224
-1,044
-3% -$20.2K 0.48% 24
2023
Q3 		$750K Sell
41,268
-1,636
-4% -$30.8K 0.58% 22
2023
Q2 		$804K Sell
42,904
-996
-2% -$17.1K 0.59% 22
2023
Q1 		$715K Buy
43,900
+5,496
+14% +$83.4K 0.58% 24
2022
Q4 		$533K Buy
38,404
+6,092
+19% +$87.6K 0.45% 25
2022
Q3 		$451K Buy
+32,312
New +$506K 0.46% 26

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

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

Hilltop Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q1 2026, selling an estimated $146K and leaving 22,630 shares worth $659K. The position accounts for 0.4% of the portfolio, ranked #29.

Hilltop Wealth Advisors first reported a position in SCHG in Q3 2022 and has held it in 15 quarters since. The position peaked at $934K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Hilltop Wealth Advisors held 22,630 shares of Schwab US Large-Cap Growth ETF worth $659K as of Q1 2026.
  • Hilltop Wealth Advisors sold 4,709 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $146K.
  • Schwab US Large-Cap Growth ETF made up 0.4% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Hilltop Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Hilltop Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $934K in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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