MHWM
SCHG icon

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

Montz Harcus 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 		$234K Sell
8,032
-1,469
-15% -$45.7K 0.09% 80
2025
Q4 		$310K Buy
9,501
+536
+6% +$17.4K 0.13% 65
2025
Q3 		$286K Buy
+8,965
New +$273K 0.12% 67

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

Montz Harcus Wealth Management's SCHG Position: Q1 2026 in Review

Montz Harcus Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q1 2026, selling an estimated $45.7K and leaving 8,032 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #80.

Montz Harcus Wealth Management first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $310K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Montz Harcus Wealth Management held 8,032 shares of Schwab US Large-Cap Growth ETF worth $234K as of Q1 2026.
  • Montz Harcus Wealth Management sold 1,469 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $45.7K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Montz Harcus Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Montz Harcus Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $310K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.