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

Madison 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	$4.05M	Buy	138,994 +5,589	+4%	+$174K	0.65%	27
2025 Q4	$4.35M	Buy	133,405 +56,779	+74%	+$1.85M	0.79%	24
2025 Q3	$2.45M	Buy	76,626 +513	+0.7%	+$15.6K	0.48%	33
2025 Q2	$2.22M	Sell	76,113 -10,712	-12%	-$283K	0.49%	31
2025 Q1	$2.17M	Buy	86,825 +3,586	+4%	+$98.2K	0.54%	31
2024 Q4	$2.32M	Buy	83,239 +6,187	+8%	+$169K	0.65%	27
2024 Q3	$2.01M	Buy	77,052 +12,616	+20%	+$317K	0.59%	27
2024 Q2	$1.62M	Buy	64,436 +5,736	+10%	+$135K	0.56%	26
2024 Q1	$1.36M	Buy	58,700 +12,416	+27%	+$275K	0.49%	25
2023 Q4	$960K	Buy	+46,284	New	+$895K	0.38%	33

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

Madison Wealth Partners's SCHG Position: Q1 2026 in Review

Madison Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q1 2026, buying an estimated $174K and bringing the position to 138,994 shares worth $4.05M. The position accounts for 0.65% of the portfolio, ranked #27.

Madison Wealth Partners first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.35M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Madison Wealth Partners held 138,994 shares of Schwab US Large-Cap Growth ETF worth $4.05M as of Q1 2026.
Madison Wealth Partners bought 5,589 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $174K.
Schwab US Large-Cap Growth ETF made up 0.65% of Madison Wealth Partners's portfolio in Q1 2026, its #27 holding.
Madison Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Madison Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $4.35M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.