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

Institute for 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 		$6.62M Sell
227,173
-2,692
-1% -$83.7K 0.71% 20
2025
Q4 		$7.5M Sell
229,865
-1,016
-0.4% -$33K 0.79% 15
2025
Q3 		$7.37M Sell
230,881
-8,820
-4% -$269K 0.77% 16
2025
Q2 		$7M Sell
239,701
-1,911
-0.8% -$50.5K 0.78% 15
2025
Q1 		$6.05M Sell
241,612
-1,944
-0.8% -$53.2K 0.78% 16
2024
Q4 		$6.79M Sell
243,556
-6,948
-3% -$190K 0.85% 14
2024
Q3 		$6.52M Buy
250,504
+200
+0.1% +$5.03K 0.82% 13
2024
Q2 		$6.31M Sell
250,304
-1,192
-0.5% -$28.1K 0.85% 11
2024
Q1 		$5.83M Sell
251,496
-3,220
-1% -$71.2K 0.75% 14
2023
Q4 		$5.28M Sell
254,716
-9,576
-4% -$185K 0.86% 15
2023
Q3 		$4.8M Sell
264,292
-1,352
-0.5% -$25.4K 0.87% 13
2023
Q2 		$4.98M Sell
265,644
-116
-0% -$1.99K 0.84% 14
2023
Q1 		$4.33M Sell
265,760
-4,452
-2% -$67.6K 0.83% 15
2022
Q4 		$3.75M Sell
270,212
-4,504
-2% -$64.8K 0.79% 15
2022
Q3 		$3.83M Sell
274,716
-2,228
-0.8% -$34.9K 0.86% 13
2022
Q2 		$4.01M Sell
276,944
-4,500
-2% -$71.9K 0.79% 14
2022
Q1 		$5.26M Sell
281,444
-4,940
-2% -$90.1K 0.85% 13
2021
Q4 		$5.86M Sell
286,384
-1,472
-0.5% -$29.4K 0.96% 13
2021
Q3 		$5.33M Sell
287,856
-3,056
-1% -$58.2K 0.94% 15
2021
Q2 		$5.31M Sell
290,912
-936
-0.3% -$16.2K 0.93% 14
2021
Q1 		$4.74M Sell
291,848
-3,272
-1% -$53.2K 0.9% 16
2020
Q4 		$4.74M Buy
295,120
+5,240
+2% +$79.5K 0.94% 19
2020
Q3 		$4.17M Buy
289,880
+136
+0% +$1.9K 0.95% 17
2020
Q2 		$3.68M Buy
289,744
+816
+0.3% +$9.51K 0.9% 18
2020
Q1 		$2.88M Sell
288,928
-136
-0% -$1.55K 0.89% 19
2019
Q4 		$3.36M Sell
289,064
-48
-0% -$529 0.76% 23
2019
Q3 		$3.04M Buy
289,112
+400
+0.1% +$4.22K 0.77% 23
2019
Q2 		$3M Sell
288,712
-6,176
-2% -$62.8K 0.66% 21
2019
Q1 		$2.93M Buy
+294,888
New +$2.79M 0.64% 31
2018
Q4 		– Sell
-300,648
Closed -$3.05M – 331
2018
Q3 		$3.05M Buy
300,648
+944
+0.3% +$9.4K 1.03% 18
2018
Q2 		$2.86M Sell
299,704
-2,320
-0.8% -$21.6K 0.91% 20
2018
Q1 		$2.72M Sell
302,024
-7,088
-2% -$65.3K 0.8% 22
2017
Q4 		$2.75M Sell
309,112
-13,432
-4% -$115K 0.64% 37
2017
Q3 		$2.67M Sell
322,544
-5,008
-2% -$40.6K 0.87% 25
2017
Q2 		$2.57M Buy
+327,552
New +$2.55M 0.71% 21

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

Institute for Wealth Management's SCHG Position: Q1 2026 in Review

Institute for Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q1 2026, selling an estimated $83.7K and leaving 227,173 shares worth $6.62M. The position accounts for 0.71% of the portfolio, ranked #20.

Institute for Wealth Management first reported a position in SCHG in Q2 2017 and has held it in 35 quarters since. The position peaked at $7.5M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Institute for Wealth Management held 227,173 shares of Schwab US Large-Cap Growth ETF worth $6.62M as of Q1 2026.
  • Institute for Wealth Management sold 2,692 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $83.7K.
  • Schwab US Large-Cap Growth ETF made up 0.71% of Institute for Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Institute for Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 35 quarters since.
  • Institute for Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $7.5M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.