Linscomb Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.26M | Sell |
111,965
-24,818
| -18% | -$771K | 0.15% | 125 |
|
|
2025
Q4 | $4.46M | Buy |
136,783
+2,060
| +2% | +$67K | 0.19% | 111 |
|
|
2025
Q3 | $4.3M | Sell |
134,723
-43
| -0% | -$1.31K | 0.19% | 110 |
|
|
2025
Q2 | $3.94M | Sell |
134,766
-6,908
| -5% | -$183K | 0.18% | 108 |
|
|
2025
Q1 | $3.55M | Sell |
141,674
-2,942
| -2% | -$80.6K | 0.18% | 113 |
|
|
2024
Q4 | $4.03M | Sell |
144,616
-13,724
| -9% | -$375K | 0.2% | 103 |
|
|
2024
Q3 | $4.12M | Sell |
158,340
-800
| -0.5% | -$20.1K | 0.2% | 97 |
|
|
2024
Q2 | $4.01M | Buy |
159,140
+8,860
| +6% | +$209K | 0.21% | 99 |
|
|
2024
Q1 | $3.48M | Buy |
150,280
+10,072
| +7% | +$223K | 0.18% | 106 |
|
|
2023
Q4 | $2.91M | Buy |
140,208
+808
| +0.6% | +$15.6K | 0.16% | 110 |
|
|
2023
Q3 | $2.53M | Buy |
139,400
+1,516
| +1% | +$28.5K | 0.15% | 115 |
|
|
2023
Q2 | $2.58M | Sell |
137,884
-200,920
| -59% | -$3.44M | 0.14% | 116 |
|
|
2023
Q1 | $5.52M | Buy |
338,804
+57,612
| +20% | +$874K | 0.29% | 81 |
|
|
2022
Q4 | $3.91M | Buy |
281,192
+201,136
| +251% | +$2.89M | 0.2% | 96 |
|
|
2022
Q3 | $1.12M | Buy |
80,056
+8,232
| +11% | +$129K | 0.07% | 150 |
|
|
2022
Q2 | $1.04M | Sell |
71,824
-1,776
| -2% | -$28.4K | 0.06% | 155 |
|
|
2022
Q1 | $1.38M | Sell |
73,600
-912
| -1% | -$16.6K | 0.07% | 159 |
|
|
2021
Q4 | $1.52M | Hold |
74,512
| – | – | 0.07% | 150 |
|
|
2021
Q3 | $1.38M | Sell |
74,512
-1,128
| -1% | -$21.5K | 0.07% | 150 |
|
|
2021
Q2 | $1.38M | Sell |
75,640
-2,744
| -4% | -$47.5K | 0.07% | 148 |
|
|
2021
Q1 | $1.27M | Buy |
78,384
+8
| +0% | +$130 | 0.07% | 149 |
|
|
2020
Q4 | $1.26M | Buy |
78,376
+184
| +0.2% | +$2.79K | 0.08% | 144 |
|
|
2020
Q3 | $1.13M | Buy |
78,192
+88
| +0.1% | +$1.23K | 0.08% | 141 |
|
|
2020
Q2 | $991K | Buy |
78,104
+688
| +0.9% | +$8.02K | 0.07% | 145 |
|
|
2020
Q1 | $771K | Sell |
77,416
-13,832
| -15% | -$158K | 0.07% | 178 |
|
|
2019
Q4 | $1.06M | Buy |
91,248
+1,256
| +1% | +$13.8K | 0.07% | 203 |
|
|
2019
Q3 | $945K | Hold |
89,992
| – | – | 0.08% | 130 |
|
|
2019
Q2 | $936K | Buy |
89,992
+224
| +0.2% | +$2.28K | 0.08% | 128 |
|
|
2019
Q1 | $891K | Buy |
89,768
+4,360
| +5% | +$41.2K | 0.08% | 128 |
|
|
2018
Q4 | $736K | Buy |
85,408
+2,000
| +2% | +$18.6K | 0.07% | 134 |
|
|
2018
Q3 | $855K | Hold |
83,408
| – | – | 0.07% | 132 |
|
|
2018
Q2 | $790K | Buy |
83,408
+1,080
| +1% | +$10.1K | 0.07% | 133 |
|
|
2018
Q1 | $738K | Buy |
82,328
+208
| +0.3% | +$1.92K | 0.06% | 139 |
|
|
2017
Q4 | $726K | Hold |
82,120
| – | – | 0.06% | 145 |
|
|
2017
Q3 | $678K | Buy |
+82,120
| New | +$666K | 0.06% | 144 |
|
Other funds holding SCHG
MG
VIA
Linscomb Wealth's SCHG Position: Q1 2026 in Review
Linscomb Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q1 2026, selling an estimated $771K and leaving 111,965 shares worth $3.26M. The position accounts for 0.15% of the portfolio, ranked #125.
Linscomb Wealth first reported a position in SCHG in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.52M in Q1 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.
- Linscomb Wealth held 111,965 shares of Schwab US Large-Cap Growth ETF worth $3.26M as of Q1 2026.
- Linscomb Wealth sold 24,818 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $771K.
- Schwab US Large-Cap Growth ETF made up 0.15% of Linscomb Wealth's portfolio in Q1 2026, its #125 holding.
- Linscomb Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and has held it in 35 quarters since.
- Linscomb Wealth's Schwab US Large-Cap Growth ETF position peaked at $5.52M in Q1 2023.
- 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.
Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.