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Liberty Square Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Liberty Square Wealth Partners’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 		$299K Sell
10,252
-122
-1% -$3.79K 0.08% 106
2025
Q4 		$338K Buy
10,374
+340
+3% +$11.1K 0.1% 102
2025
Q3 		$320K Hold
10,034
– – 0.1% 111
2025
Q2 		$293K Buy
10,034
+34
+0.3% +$899 0.1% 114
2025
Q1 		$250K Hold
10,000
– – 0.1% 123
2024
Q4 		$289K Buy
+10,000
New +$273K 0.11% 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

Liberty Square Wealth Partners's SCHG Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q1 2026, selling an estimated $3.79K and leaving 10,252 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #106.

Liberty Square Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $338K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Liberty Square Wealth Partners held 10,252 shares of Schwab US Large-Cap Growth ETF worth $299K as of Q1 2026.
  • Liberty Square Wealth Partners sold 122 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.79K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • Liberty Square Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Liberty Square Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $338K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.