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

Merkkuri 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 		$179K Buy
6,162
+8
+0.1% +$249 0.12% 85
2025
Q4 		$201K Buy
+6,154
New +$200K 0.14% 80

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

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

Merkkuri Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.13% in Q1 2026, buying an estimated $249 and bringing the position to 6,162 shares worth $179K. The position accounts for 0.12% of the portfolio, ranked #85.

Merkkuri Wealth Advisors first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $201K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Merkkuri Wealth Advisors held 6,162 shares of Schwab US Large-Cap Growth ETF worth $179K as of Q1 2026.
  • Merkkuri Wealth Advisors bought 8 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $249.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #85 holding.
  • Merkkuri Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Merkkuri Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $201K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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