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

Independent Solutions 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	$8.37M	Sell	287,283 -7,316	-2%	-$227K	1.23%	18
2025 Q4	$9.61M	Sell	294,599 -6,796	-2%	-$221K	1.77%	13
2025 Q3	$9.62M	Buy	301,395 +3,300	+1%	+$101K	1.71%	14
2025 Q2	$8.71M	Buy	298,095 +5,369	+2%	+$142K	1.7%	15
2025 Q1	$7.33M	Buy	292,726 +7,875	+3%	+$216K	1.64%	16
2024 Q4	$7.94M	Sell	284,851 -23,065	-7%	-$631K	1.74%	14
2024 Q3	$8.02M	Sell	307,916 -29,052	-9%	-$731K	1.81%	15
2024 Q2	$8.49M	Buy	336,968 +28,428	+9%	+$671K	1.95%	14
2024 Q1	$7.15M	Sell	308,540 -2,428	-0.8%	-$53.7K	1.7%	14
2023 Q4	$6.45M	Buy	310,968 +27,684	+10%	+$535K	1.65%	14
2023 Q3	$5.15M	Buy	283,284 +2,692	+1%	+$50.7K	1.34%	18
2023 Q2	$5.26M	Buy	280,592 +25,188	+10%	+$432K	1.32%	16
2023 Q1	$4.16M	Sell	255,404 -4,664	-2%	-$70.8K	1.23%	18
2022 Q4	$3.61M	Buy	260,068 +19,220	+8%	+$276K	1.1%	19
2022 Q3	$3.36M	Buy	240,848 +5,348	+2%	+$83.8K	1.1%	20
2022 Q2	$3.41M	Sell	235,500 -15,432	-6%	-$247K	1.06%	18
2022 Q1	$4.69M	Sell	250,932 -8,076	-3%	-$147K	1.1%	18
2021 Q4	$5.3M	Sell	259,008 -3,928	-1%	-$78.5K	1.25%	19
2021 Q3	$4.87M	Sell	262,936 -12,424	-5%	-$237K	1.21%	18
2021 Q2	$5.02M	Buy	275,360 +31,552	+13%	+$546K	1.22%	20
2021 Q1	$3.96M	Buy	243,808 +14,904	+7%	+$243K	1.09%	21
2020 Q4	$3.67M	Sell	228,904 -35,232	-13%	-$534K	1.15%	20
2020 Q3	$3.8M	Sell	264,136 -70,896	-21%	-$988K	1.45%	17
2020 Q2	$4.25M	Sell	335,032 -34,352	-9%	-$401K	1.82%	15
2020 Q1	$3.68M	Sell	369,384 -78,432	-18%	-$895K	2.03%	14
2019 Q4	$5.2M	Buy	+447,816	New	+$4.94M	2.3%	12

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

Independent Solutions Wealth Management's SCHG Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.5% in Q1 2026, selling an estimated $227K and leaving 287,283 shares worth $8.37M. The position accounts for 1.23% of the portfolio, ranked #18.

Independent Solutions Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.62M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Independent Solutions Wealth Management held 287,283 shares of Schwab US Large-Cap Growth ETF worth $8.37M as of Q1 2026.
Independent Solutions Wealth Management sold 7,316 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $227K.
Schwab US Large-Cap Growth ETF made up 1.23% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #18 holding.
Independent Solutions Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
Independent Solutions Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $9.62M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.