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

Imprint Wealth’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	$583	Hold	20	–	–	﹤0.01%	285
2025 Q4	$652	Sell	20 -20	-50%	-$650	﹤0.01%	296
2025 Q3	$1.28K	Buy	+40	New	+$1.22K	﹤0.01%	282
2024 Q1	$3.6M	Buy	154,988 +104,024	+204%	+$2.3M	0.87%	22
2023 Q4	$1.06M	Sell	50,964 -3,264	-6%	-$63.1K	0.85%	36
2023 Q3	$986K	Sell	54,228 -3,976	-7%	-$74.8K	0.83%	39
2023 Q2	$1.09M	Sell	58,204 -2,212	-4%	-$37.9K	0.69%	42
2023 Q1	$984K	Buy	+60,416	New	+$917K	0.65%	42

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

Imprint Wealth's SCHG Position: Q1 2026 in Review

Imprint Wealth held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 20 shares worth $583. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Imprint Wealth first reported a position in SCHG in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.6M in Q1 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Imprint Wealth held 20 shares of Schwab US Large-Cap Growth ETF worth $583 as of Q1 2026.
Imprint Wealth left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Imprint Wealth's portfolio in Q1 2026, its #285 holding.
Imprint Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 8 quarters since.
Imprint Wealth's Schwab US Large-Cap Growth ETF position peaked at $3.6M in Q1 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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