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

Kiley Juergens 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 		$1.95M Buy
66,962
+4,803
+8% +$149K 0.34% 52
2025
Q4 		$2.03M Buy
62,159
+9,725
+19% +$316K 0.44% 41
2025
Q3 		$1.67M Buy
52,434
+2,630
+5% +$80.2K 0.37% 43
2025
Q2 		$1.45M Buy
49,804
+11,369
+30% +$301K 0.34% 46
2025
Q1 		$962K Buy
38,435
+1,710
+5% +$46.8K 0.26% 53
2024
Q4 		$1.02M Sell
36,725
-9,419
-20% -$258K 0.26% 53
2024
Q3 		$1.2M Buy
46,144
+4,612
+11% +$116K 0.31% 45
2024
Q2 		$1.05M Buy
41,532
+1,100
+3% +$25.9K 0.29% 46
2024
Q1 		$937K Sell
40,432
-360
-0.9% -$7.96K 0.29% 43
2023
Q4 		$846K Sell
40,792
-984
-2% -$19K 0.28% 44
2023
Q3 		$759K Buy
41,776
+428
+1% +$8.06K 0.27% 52
2023
Q2 		$775K Sell
41,348
-4,772
-10% -$81.8K 0.27% 53
2023
Q1 		$751K Buy
46,120
+3,656
+9% +$55.5K 0.28% 54
2022
Q4 		$590K Buy
+42,464
New +$611K 0.25% 62
2018
Q4 		– Sell
-2,672
Closed -$27K – 527
2018
Q3 		$27K Hold
2,672
– – 0.02% 319
2018
Q2 		$25K Buy
+2,672
New +$24.9K 0.02% 293
2018
Q1 		– Sell
-256
Closed -$2K – 505
2017
Q4 		$2K Buy
+256
New +$2.2K ﹤0.01% 637

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 $11.5B AUM 18.82% 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

Kiley Juergens Wealth Management's SCHG Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.7% in Q1 2026, buying an estimated $149K and bringing the position to 66,962 shares worth $1.95M. The position accounts for 0.34% of the portfolio, ranked #52.

Kiley Juergens Wealth Management first reported a position in SCHG in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.03M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Kiley Juergens Wealth Management held 66,962 shares of Schwab US Large-Cap Growth ETF worth $1.95M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 4,803 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $149K.
  • Schwab US Large-Cap Growth ETF made up 0.34% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Kiley Juergens Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 17 quarters since.
  • Kiley Juergens Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $2.03M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.