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

MBE 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 		$645K Buy
22,154
+3
+0% +$93 0.27% 50
2025
Q4 		$723K Buy
22,151
+3
+0% +$98 0.3% 47
2025
Q3 		$707K Buy
22,148
+202
+0.9% +$6.16K 0.31% 45
2025
Q2 		$641K Buy
21,946
+1,252
+6% +$33.1K 0.28% 48
2025
Q1 		$518K Buy
20,694
+3
+0% +$82 0.25% 54
2024
Q4 		$577K Buy
20,691
+3
+0% +$82 0.32% 40
2024
Q3 		$539K Buy
20,688
+24
+0.1% +$604 0.3% 50
2024
Q2 		$521K Sell
20,664
-1,924
-9% -$45.4K 0.32% 43
2024
Q1 		$524K Sell
22,588
-896
-4% -$19.8K 0.32% 44
2023
Q4 		$487K Sell
23,484
-316
-1% -$6.11K 0.25% 48
2023
Q3 		$433K Sell
23,800
-720
-3% -$13.6K 0.25% 47
2023
Q2 		$459K Hold
24,520
– – 0.25% 47
2023
Q1 		$399K Sell
24,520
-316
-1% -$4.8K 0.24% 47
2022
Q4 		$345K Buy
24,836
+300
+1% +$4.31K 0.22% 48
2022
Q3 		$342K Hold
24,536
– – 0.25% 39
2022
Q2 		$356K Buy
24,536
+4
+0% +$64 0.25% 37
2022
Q1 		$459K Sell
24,532
-4
-0% -$73 0.27% 34
2021
Q4 		$502K Sell
24,536
-2,920
-11% -$58.4K 0.26% 28
2021
Q3 		$508K Hold
27,456
– – 0.26% 26
2021
Q2 		$501K Hold
27,456
– – 0.26% 28
2021
Q1 		$445K Buy
27,456
+608
+2% +$9.89K 0.24% 39
2020
Q4 		$430K Sell
26,848
-4,752
-15% -$72.1K 0.29% 35
2020
Q3 		$401K Hold
31,600
– – 0.34% 31
2020
Q2 		$401K Sell
31,600
-1,600
-5% -$18.7K 0.34% 31
2020
Q1 		$330K Sell
33,200
-424
-1% -$4.84K 0.31% 23
2019
Q4 		$390K Buy
+33,624
New +$371K 0.39% 22

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

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

MBE Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $93 and bringing the position to 22,154 shares worth $645K. The position accounts for 0.27% of the portfolio, ranked #50.

MBE Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $723K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • MBE Wealth Management held 22,154 shares of Schwab US Large-Cap Growth ETF worth $645K as of Q1 2026.
  • MBE Wealth Management bought 3 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $93.
  • Schwab US Large-Cap Growth ETF made up 0.27% of MBE Wealth Management's portfolio in Q1 2026, its #50 holding.
  • MBE Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • MBE Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $723K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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