Leo Wealth LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Leo Wealth LLC’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	$17.2M	Buy	590,246 +16,350	+3%	+$508K	1.25%	16
2025 Q4	$18.7M	Buy	+573,896	New	+$18.7M	1.36%	18
2025 Q3	–	Sell	-553,870	Closed	-$16.2M	–	372
2025 Q2	$16.2M	Buy	+553,870	New	+$14.6M	1.26%	19
2025 Q1	–	Sell	-630,682	Closed	-$17.6M	–	352
2024 Q4	$17.6M	Buy	630,682 +35,830	+6%	+$980K	1.58%	14
2024 Q3	$15.5M	Buy	594,852 +417,048	+235%	+$10.5M	1.42%	17
2024 Q2	$4.52M	Buy	177,804 +4,172	+2%	+$98.4K	0.46%	41
2024 Q1	$4.03M	Buy	173,632 +2,616	+2%	+$57.9K	0.41%	45
2023 Q4	$3.88M	Buy	+171,016	New	+$3.31M	0.4%	40

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

Leo Wealth LLC's SCHG Position: Q1 2026 in Review

Leo Wealth LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q1 2026, buying an estimated $508K and bringing the position to 590,246 shares worth $17.2M. The position accounts for 1.25% of the portfolio, ranked #16.

Leo Wealth LLC first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. The position peaked at $18.7M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Leo Wealth LLC held 590,246 shares of Schwab US Large-Cap Growth ETF worth $17.2M as of Q1 2026.
Leo Wealth LLC bought 16,350 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $508K.
Schwab US Large-Cap Growth ETF made up 1.25% of Leo Wealth LLC's portfolio in Q1 2026, its #16 holding.
Leo Wealth LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's Schwab US Large-Cap Growth ETF position peaked at $18.7M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.