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

Maridea 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	$10.1M	Buy	347,320 +9,993	+3%	+$311K	1.47%	12
2025 Q4	$11M	Buy	337,327 +19,176	+6%	+$624K	1.65%	10
2025 Q3	$10.3M	Buy	318,151 +33,887	+12%	+$1.03M	1.6%	11
2025 Q2	$8.3M	Buy	284,264 +274,623	+2,848%	+$7.26M	2.16%	8
2025 Q1	$241K	Sell	9,641 -967	-9%	-$26.5K	0.08%	198
2024 Q4	$296K	Buy	+10,608	New	+$290K	0.1%	179

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

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

Maridea Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q1 2026, buying an estimated $311K and bringing the position to 347,320 shares worth $10.1M. The position accounts for 1.47% of the portfolio, ranked #12.

Maridea Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $11M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Maridea Wealth Management held 347,320 shares of Schwab US Large-Cap Growth ETF worth $10.1M as of Q1 2026.
Maridea Wealth Management bought 9,993 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $311K.
Schwab US Large-Cap Growth ETF made up 1.47% of Maridea Wealth Management's portfolio in Q1 2026, its #12 holding.
Maridea Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $11M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.