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

Mission 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 		$1.11M Buy
38,246
+166
+0.4% +$5.16K 0.02% 311
2025
Q4 		$1.24M Buy
38,080
+4
+0% +$130 0.02% 290
2025
Q3 		$1.22M Buy
38,076
+5,428
+17% +$165K 0.02% 298
2025
Q2 		$954K Buy
32,648
+3,781
+13% +$100K 0.02% 336
2025
Q1 		$723K Sell
28,867
-266
-0.9% -$7.29K 0.02% 371
2024
Q4 		$812K Buy
29,133
+5
+0% +$137 0.02% 328
2024
Q3 		$759K Buy
29,128
+8
+0% +$201 0.02% 349
2024
Q2 		$734K Sell
29,120
-242,112
-89% -$5.71M 0.02% 332
2024
Q1 		$6.29M Buy
271,232
+244,224
+904% +$5.4M 0.17% 92
2023
Q4 		$560K Buy
27,008
+168
+0.6% +$3.25K 0.02% 347
2023
Q3 		$488K Sell
26,840
-21,700
-45% -$408K 0.02% 342
2023
Q2 		$910K Buy
48,540
+21,808
+82% +$374K 0.03% 236
2023
Q1 		$436K Buy
26,732
+4
+0% +$61 0.02% 367
2022
Q4 		$371K Buy
26,728
+1,928
+8% +$27.7K 0.02% 384
2022
Q3 		$346K Buy
24,800
+4,960
+25% +$77.7K 0.02% 366
2022
Q2 		$288K Hold
19,840
– – 0.02% 396
2022
Q1 		$371K Hold
19,840
– – 0.02% 373
2021
Q4 		$406K Hold
19,840
– – 0.02% 367
2021
Q3 		$367K Hold
19,840
– – 0.02% 366
2021
Q2 		$362K Hold
19,840
– – 0.02% 351
2021
Q1 		$322K Hold
19,840
– – 0.02% 349
2020
Q4 		$318K Sell
19,840
-1,600
-7% -$24.3K 0.02% 333
2020
Q3 		$309K Buy
21,440
+1,320
+7% +$18.4K 0.02% 271
2020
Q2 		$255K Hold
20,120
– – 0.02% 277
2020
Q1 		$200K Hold
20,120
– – 0.02% 279
2019
Q4 		$234K Buy
+20,120
New +$222K 0.02% 297

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

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

Mission Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.44% in Q1 2026, buying an estimated $5.16K and bringing the position to 38,246 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #311.

Mission Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.29M in Q1 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Mission Wealth Management held 38,246 shares of Schwab US Large-Cap Growth ETF worth $1.11M as of Q1 2026.
  • Mission Wealth Management bought 166 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $5.16K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #311 holding.
  • Mission Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Mission Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $6.29M in Q1 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.