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

JPL 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 		$53.6K Buy
+1,840
New +$57.2K 0.01% 228
2025
Q4 		– Sell
-1,840
Closed -$58.7K – 937
2025
Q3 		$58.7K Buy
+1,840
New +$56.1K 0.01% 233
2025
Q2 		– Sell
-8,756
Closed -$219K – 115
2025
Q1 		$219K Hold
8,756
– – 0.06% 110
2024
Q4 		$244K Buy
+8,756
New +$239K 0.07% 116

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

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

JPL Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 1,840 shares worth $53.6K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SCHG as recently as Q3 2025.

JPL Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 4 quarters since. The position peaked at $244K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • JPL Wealth Management held 1,840 shares of Schwab US Large-Cap Growth ETF worth $53.6K as of Q1 2026.
  • Schwab US Large-Cap Growth ETF was a new JPL Wealth Management position in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #228 holding.
  • JPL Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • JPL Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $244K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.