Morton Brown Family Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Morton Brown Family Wealth’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	$268K	Hold	9,185	–	–	0.07%	53
2025 Q4	$300K	Hold	9,185	–	–	0.08%	48
2025 Q3	$293K	Sell	9,185 -191	-2%	-$5.82K	0.08%	46
2025 Q2	$274K	Hold	9,376	–	–	0.08%	50
2025 Q1	$235K	Hold	9,376	–	–	0.08%	49
2024 Q4	$261K	Hold	9,376	–	–	0.09%	50
2024 Q3	$244K	Hold	9,376	–	–	0.09%	50
2024 Q2	$237K	Buy	9,376 +836	+10%	+$19.7K	0.09%	51
2024 Q1	$198K	Hold	8,540	–	–	0.08%	52
2023 Q4	$177K	Buy	8,540 +7,668	+879%	+$148K	0.08%	54
2023 Q3	$15.9K	Hold	872	–	–	0.01%	114
2023 Q2	$16.3K	Hold	872	–	–	0.01%	107
2023 Q1	$14.2K	Hold	872	–	–	0.01%	115
2022 Q4	$12.1K	Hold	872	–	–	0.01%	107
2022 Q3	$12K	Hold	872	–	–	0.01%	102
2022 Q2	$13K	Buy	+872	New	+$13.9K	0.01%	104

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 $10B AUM 15.14% 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

Morton Brown Family Wealth's SCHG Position: Q1 2026 in Review

Morton Brown Family Wealth held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 9,185 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #53.

Morton Brown Family Wealth first reported a position in SCHG in Q2 2022 and has held it in 16 quarters since. The position peaked at $300K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Morton Brown Family Wealth held 9,185 shares of Schwab US Large-Cap Growth ETF worth $268K as of Q1 2026.
Morton Brown Family Wealth left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of Morton Brown Family Wealth's portfolio in Q1 2026, its #53 holding.
Morton Brown Family Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
Morton Brown Family Wealth's Schwab US Large-Cap Growth ETF position peaked at $300K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.