Medallion Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Medallion Wealth Advisors’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	$2.35M	Buy	80,524 +4,363	+6%	+$136K	0.77%	29
2025 Q4	$2.48M	Buy	76,161 +8,058	+12%	+$262K	0.83%	26
2025 Q3	$2.17M	Buy	68,103 +9,256	+16%	+$282K	0.77%	26
2025 Q2	$1.7M	Sell	58,847 -1,705	-3%	-$45.1K	0.66%	35
2025 Q1	$1.53M	Buy	60,552 +8,432	+16%	+$231K	0.69%	35
2024 Q4	$1.45M	Buy	+52,120	New	+$1.43M	0.72%	28

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 $11.5B AUM 18.82% 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

Medallion Wealth Advisors's SCHG Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.7% in Q1 2026, buying an estimated $136K and bringing the position to 80,524 shares worth $2.35M. The position accounts for 0.77% of the portfolio, ranked #29.

Medallion Wealth Advisors first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2025. 1,615 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Medallion Wealth Advisors held 80,524 shares of Schwab US Large-Cap Growth ETF worth $2.35M as of Q1 2026.
Medallion Wealth Advisors bought 4,363 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $136K.
Schwab US Large-Cap Growth ETF made up 0.77% of Medallion Wealth Advisors's portfolio in Q1 2026, its #29 holding.
Medallion Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.48M in Q4 2025.
1,615 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.