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

LPWM 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 		$226K Buy
+7,761
New +$241K 0.06% 89

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

LPWM LLC's SCHG Position: Q1 2026 in Review

LPWM LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 7,761 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #89 among its holdings.

1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • LPWM LLC held 7,761 shares of Schwab US Large-Cap Growth ETF worth $226K as of Q1 2026.
  • Schwab US Large-Cap Growth ETF was a new LPWM LLC position in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.06% of LPWM LLC's portfolio in Q1 2026, its #89 holding.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.