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

Liberty 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	–	Sell	-19,821	Closed	-$646K	–	276
2025 Q4	$646K	Buy	+19,821	New	+$645K	0.08%	119
2025 Q1	–	Sell	-17,527	Closed	-$492K	–	191
2024 Q4	$492K	Buy	+17,527	New	+$479K	0.08%	121
2024 Q3	–	Sell	-252,288	Closed	-$108K	–	254
2024 Q2	$108K	Buy	+252,288	New	+$5.95M	0.02%	203
2021 Q4	–	Sell	-1,632	Closed	-$30K	–	916
2021 Q3	$30K	Hold	1,632	–	–	0.01%	539
2021 Q2	$30K	Hold	1,632	–	–	0.01%	420
2021 Q1	$26K	Hold	1,632	–	–	0.01%	414
2020 Q4	$26K	Sell	1,632 -1,600	-50%	-$24.3K	0.01%	411
2020 Q3	$47K	Buy	3,232 +8	+0.2%	+$112	0.03%	240
2020 Q2	$41K	Hold	3,224	–	–	0.03%	254
2020 Q1	$32K	Buy	3,224 +8	+0.2%	+$91	0.03%	276
2019 Q4	$37K	Buy	3,216 +16	+0.5%	+$176	0.03%	310
2019 Q3	$34K	Buy	+3,200	New	+$33.7K	0.03%	305

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

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

Liberty Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 19,821 shares — an estimated $646K sold.

Liberty Wealth Management first reported a position in SCHG in Q3 2019 and held it in 12 quarters. The position peaked at $646K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Liberty Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Liberty Wealth Management sold 19,821 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $646K.
Liberty Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and held it in 12 quarters.
Liberty Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $646K 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 Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.