New England Private Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

New England Private 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	$1.77M	Buy	60,662 +6	+0%	+$187	0.2%	81
2025 Q4	$1.98M	Buy	60,656 +1,120	+2%	+$36.4K	0.25%	73
2025 Q3	$1.9M	Buy	59,536 +4	+0%	+$122	0.25%	71
2025 Q2	$1.8M	Sell	59,532 -1,679	-3%	-$44.4K	0.26%	66
2025 Q1	$1.53M	Sell	61,211 -4,616	-7%	-$126K	0.24%	65
2024 Q4	$1.83M	Buy	65,827 +3	+0%	+$82	0.29%	60
2024 Q3	$1.71M	Sell	65,824 -12,244	-16%	-$308K	0.28%	63
2024 Q2	$1.97M	Buy	+78,068	New	+$1.84M	0.34%	54
2024 Q1	–	Sell	-84,052	Closed	-$1.74M	–	135
2023 Q4	$1.74M	Buy	84,052 +21,440	+34%	+$415K	0.32%	52
2023 Q3	$1.14M	Buy	+62,612	New	+$1.18M	0.24%	65

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

New England Private Wealth Advisors's SCHG Position: Q1 2026 in Review

New England Private Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $187 and bringing the position to 60,662 shares worth $1.77M. The position accounts for 0.2% of the portfolio, ranked #81.

New England Private Wealth Advisors first reported a position in SCHG in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

New England Private Wealth Advisors held 60,662 shares of Schwab US Large-Cap Growth ETF worth $1.77M as of Q1 2026.
New England Private Wealth Advisors bought 6 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $187.
Schwab US Large-Cap Growth ETF made up 0.2% of New England Private Wealth Advisors's portfolio in Q1 2026, its #81 holding.
New England Private Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
New England Private Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.98M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.