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

NewEdge 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	$1.11M	Sell	38,223 -20,023	-34%	-$622K	0.01%	593
2025 Q4	$1.9M	Buy	58,246 +22,027	+61%	+$716K	0.02%	464
2025 Q3	$1.2M	Hold	36,219	–	–	0.02%	523
2025 Q2	$1.09M	Buy	36,219 +279	+0.8%	+$7.38K	0.02%	510
2025 Q1	$900K	Hold	35,940	–	–	0.02%	501
2024 Q4	$1M	Hold	35,940	–	–	0.02%	485
2024 Q3	$936K	Hold	35,940	–	–	0.02%	482
2024 Q2	$906K	Hold	35,940	–	–	0.02%	432
2024 Q1	$808K	Buy	+35,940	New	+$795K	0.02%	460

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

NewEdge Wealth's SCHG Position: Q1 2026 in Review

NewEdge Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q1 2026, selling an estimated $622K and leaving 38,223 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #593.

NewEdge Wealth first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

NewEdge Wealth held 38,223 shares of Schwab US Large-Cap Growth ETF worth $1.11M as of Q1 2026.
NewEdge Wealth sold 20,023 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $622K.
Schwab US Large-Cap Growth ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #593 holding.
NewEdge Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's Schwab US Large-Cap Growth ETF position peaked at $1.9M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.