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

Hohimer 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 		$540K Buy
18,540
+1
+0% +$31 0.06% 204
2025
Q4 		$605K Hold
18,539
– – 0.08% 180
2025
Q3 		$592K Buy
18,539
+603
+3% +$18.4K 0.08% 186
2025
Q2 		$524K Hold
17,936
– – 0.09% 154
2025
Q1 		$449K Buy
17,936
+3,536
+25% +$96.8K 0.09% 167
2024
Q4 		$401K Hold
14,400
– – 0.08% 157
2024
Q3 		$375K Hold
14,400
– – 0.08% 151
2024
Q2 		$363K Hold
14,400
– – 0.08% 172
2024
Q1 		$334K Hold
14,400
– – 0.08% 188
2023
Q4 		$299K Hold
14,400
– – 0.08% 174
2023
Q3 		$262K Hold
14,400
– – 0.07% 171
2023
Q2 		$270K Hold
14,400
– – 0.07% 170
2023
Q1 		$235K Hold
14,400
– – 0.07% 171
2022
Q4 		$200K Hold
14,400
– – 0.06% 156
2022
Q3 		$201K Hold
14,400
– – 0.06% 166
2022
Q2 		$209K Hold
14,400
– – 0.06% 172
2022
Q1 		$269K Hold
14,400
– – 0.05% 174
2021
Q4 		$295K Hold
14,400
– – 0.06% 170
2021
Q3 		$267K Hold
14,400
– – 0.06% 158
2021
Q2 		$263K Hold
14,400
– – 0.05% 163
2021
Q1 		$234K Hold
14,400
– – 0.06% 159
2020
Q4 		$231K Hold
14,400
– – 0.06% 164
2020
Q3 		$212K Buy
+14,400
New +$201K 0.06% 168

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

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

Hohimer Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $31 and bringing the position to 18,540 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #204.

Hohimer Wealth Management first reported a position in SCHG in Q3 2020 and has held it in 23 quarters since. The position peaked at $605K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Hohimer Wealth Management held 18,540 shares of Schwab US Large-Cap Growth ETF worth $540K as of Q1 2026.
  • Hohimer Wealth Management bought 1 Schwab US Large-Cap Growth ETF share in Q1 2026, an estimated $31.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Hohimer Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Hohimer Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Hohimer Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $605K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.