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Laurel Wealth Advisors (North Carolina)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-3,904
Closed -$127K – 554
2025
Q4 		$127K Buy
+3,904
New +$127K 0.02% 227
2025
Q2 		– Sell
-3,784
Closed -$94.8K – 576
2025
Q1 		$94.8K Buy
3,784
+34
+0.9% +$931 0.01% 246
2024
Q4 		$105K Sell
3,750
-130
-3% -$3.56K 0.02% 231
2024
Q3 		$101K Buy
3,880
+664
+21% +$16.7K 0.02% 234
2024
Q2 		$81.1K Buy
3,216
+40
+1% +$944 0.01% 249
2024
Q1 		$73.6K Hold
3,176
– – 0.01% 261
2023
Q4 		$65.9K Sell
3,176
-20
-0.6% -$387 0.01% 263
2023
Q3 		$58.1K Hold
3,196
– – 0.01% 266
2023
Q2 		$59.9K Sell
3,196
-240
-7% -$4.12K 0.01% 269
2023
Q1 		$56K Buy
3,436
+80
+2% +$1.21K 0.01% 270
2022
Q4 		$46.6K Sell
3,356
-144
-4% -$2.07K 0.01% 263
2022
Q3 		$49K Buy
3,500
+360
+11% +$5.64K 0.01% 258
2022
Q2 		$46K Buy
3,140
+660
+27% +$10.6K 0.01% 264
2022
Q1 		$46K Buy
2,480
+440
+22% +$8.02K 0.01% 280
2021
Q4 		$42K Hold
2,040
– – 0.01% 279
2021
Q3 		$38K Sell
2,040
-624
-23% -$11.9K 0.01% 285
2021
Q2 		$49K Sell
2,664
-160
-6% -$2.77K 0.01% 280
2021
Q1 		$46K Hold
2,824
– – 0.01% 276
2020
Q4 		$45K Hold
2,824
– – 0.01% 266
2020
Q3 		$41K Sell
2,824
-720
-20% -$10K 0.01% 255
2020
Q2 		$45K Hold
3,544
– – 0.01% 243
2020
Q1 		$35K Buy
3,544
+664
+23% +$7.58K 0.01% 248
2019
Q4 		$33K Sell
2,880
-240
-8% -$2.65K 0.01% 282
2019
Q3 		$33K Hold
3,120
– – 0.01% 272
2019
Q2 		$32K Hold
3,120
– – 0.01% 279
2019
Q1 		$31K Sell
3,120
-1,080
-26% -$10.2K 0.01% 271
2018
Q4 		$36K Buy
+4,200
New +$39.1K 0.01% 245

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SCHG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 3,904 shares — an estimated $127K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHG in Q4 2018 and held it in 27 quarters. The position peaked at $127K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3,904 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $127K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Schwab US Large-Cap Growth ETF position peaked at $127K in Q4 2025.
  • 1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.