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

IHT 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 		$5.1M Sell
175,080
-60,343
-26% -$1.88M 0.12% 187
2025
Q4 		$7.68M Sell
235,423
-109,128
-32% -$3.55M 0.19% 111
2025
Q3 		$11M Sell
344,551
-67,798
-16% -$2.07M 0.28% 83
2025
Q2 		$12M Buy
412,349
+93,052
+29% +$2.46M 0.33% 68
2025
Q1 		$8M Buy
319,297
+6,899
+2% +$189K 0.25% 85
2024
Q4 		$8.71M Sell
312,398
-324,186
-51% -$8.87M 0.28% 72
2024
Q3 		$16.5M Buy
636,584
+294,512
+86% +$7.41M 0.47% 41
2024
Q2 		$8.62M Sell
342,072
-67,368
-16% -$1.59M 0.32% 64
2024
Q1 		$9.49M Sell
409,440
-10,772
-3% -$238K 0.38% 50
2023
Q4 		$8.72M Buy
420,212
+12,384
+3% +$240K 0.39% 48
2023
Q3 		$7.41M Buy
407,828
+87,500
+27% +$1.65M 0.38% 49
2023
Q2 		$6M Buy
320,328
+6,860
+2% +$118K 0.31% 64
2023
Q1 		$5.11M Buy
313,468
+4,576
+1% +$69.5K 0.29% 72
2022
Q4 		$4.29M Sell
308,892
-28,044
-8% -$403K 0.27% 84
2022
Q3 		$4.7M Buy
336,936
+299,808
+807% +$4.7M 0.36% 52
2022
Q2 		$538K Sell
37,128
-3,872
-9% -$61.9K 0.05% 373
2022
Q1 		$767K Buy
41,000
+18,616
+83% +$339K 0.06% 312
2021
Q4 		$458K Buy
22,384
+4,224
+23% +$84.4K 0.03% 462
2021
Q3 		$336K Buy
+18,160
New +$346K 0.03% 551
2021
Q1 		– Sell
-17,096
Closed -$274K – 866
2020
Q4 		$274K Hold
17,096
– – 0.02% 589
2020
Q3 		$246K Buy
17,096
+1,288
+8% +$18K 0.02% 545
2020
Q2 		$201K Buy
+15,808
New +$184K 0.03% 528
2020
Q1 		– Sell
-33,992
Closed -$395K – 642
2019
Q4 		$395K Buy
33,992
+1,768
+5% +$19.5K 0.05% 374
2019
Q3 		$339K Buy
+32,224
New +$340K 0.05% 395
2018
Q4 		– Sell
-23,040
Closed -$236K – 511
2018
Q3 		$236K Hold
23,040
– – 0.05% 374
2018
Q2 		$218K Hold
23,040
– – 0.06% 367
2018
Q1 		$202K Sell
23,040
-1,200
-5% -$11.1K 0.05% 344
2017
Q4 		$222K Buy
+24,240
New +$208K 0.06% 332

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

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

IHT Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 26% in Q1 2026, selling an estimated $1.88M and leaving 175,080 shares worth $5.1M. The position accounts for 0.12% of the portfolio, ranked #187.

IHT Wealth Management first reported a position in SCHG in Q4 2017 and has held it in 28 quarters since. The position peaked at $16.5M in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • IHT Wealth Management held 175,080 shares of Schwab US Large-Cap Growth ETF worth $5.1M as of Q1 2026.
  • IHT Wealth Management sold 60,343 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.88M.
  • Schwab US Large-Cap Growth ETF made up 0.12% of IHT Wealth Management's portfolio in Q1 2026, its #187 holding.
  • IHT Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • IHT Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $16.5M in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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