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

Northwestern Mutual 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 		$296M Sell
10,146,702
-425,361
-4% -$13.2M 0.18% 69
2025
Q4 		$345M Buy
10,572,063
+544,507
+5% +$17.7M 0.22% 58
2025
Q3 		$320M Buy
10,027,556
+840,550
+9% +$25.6M 0.21% 58
2025
Q2 		$268M Buy
9,187,006
+936,194
+11% +$24.8M 0.2% 63
2025
Q1 		$207M Buy
8,250,812
+507,864
+7% +$13.9M 0.17% 62
2024
Q4 		$216M Buy
7,742,948
+334,044
+5% +$9.14M 0.18% 59
2024
Q3 		$193M Buy
7,408,904
+1,462,516
+25% +$36.8M 0.17% 62
2024
Q2 		$150M Buy
5,946,388
+502,668
+9% +$11.9M 0.15% 68
2024
Q1 		$126M Buy
5,443,720
+1,057,292
+24% +$23.4M 0.13% 76
2023
Q4 		$91M Buy
4,386,428
+1,166,400
+36% +$22.6M 0.1% 93
2023
Q3 		$58.5M Sell
3,220,028
-1,445,296
-31% -$27.2M 0.08% 125
2023
Q2 		$87.4M Buy
4,665,324
+274,228
+6% +$4.7M 0.11% 91
2023
Q1 		$71.5M Buy
4,391,096
+104,632
+2% +$1.59M 0.1% 101
2022
Q4 		$59.5M Buy
4,286,464
+555,816
+15% +$7.99M 0.09% 116
2022
Q3 		$52.1M Buy
3,730,648
+236,772
+7% +$3.71M 0.09% 109
2022
Q2 		$50.7M Buy
3,493,876
+190,248
+6% +$3.04M 0.09% 117
2022
Q1 		$61.8M Buy
3,303,628
+246,492
+8% +$4.5M 0.1% 104
2021
Q4 		$62.6M Buy
3,057,136
+86,120
+3% +$1.72M 0.1% 99
2021
Q3 		$55M Buy
2,971,016
+113,408
+4% +$2.16M 0.1% 104
2021
Q2 		$52.1M Sell
2,857,608
-32,432
-1% -$561K 0.1% 103
2021
Q1 		$46.9M Sell
2,890,040
-899,512
-24% -$14.6M 0.1% 100
2020
Q4 		$60.8M Sell
3,789,552
-85,192
-2% -$1.29M 0.14% 70
2020
Q3 		$55.8M Buy
3,874,744
+169,584
+5% +$2.36M 0.15% 73
2020
Q2 		$47M Buy
3,705,160
+1,680,184
+83% +$19.6M 0.15% 71
2020
Q1 		$20.2M Buy
2,024,976
+417,856
+26% +$4.77M 0.08% 114
2019
Q4 		$18.7M Buy
1,607,120
+197,200
+14% +$2.17M 0.06% 133
2019
Q3 		$14.8M Buy
1,409,920
+306,936
+28% +$3.24M 0.06% 147
2019
Q2 		$11.5M Buy
1,102,984
+1,000,952
+981% +$10.2M 0.05% 164
2019
Q1 		$1.01M Buy
102,032
+10,912
+12% +$103K ﹤0.01% 454
2018
Q4 		$785K Buy
91,120
+43,520
+91% +$405K ﹤0.01% 471
2018
Q3 		$488K Buy
47,600
+648
+1% +$6.46K ﹤0.01% 573
2018
Q2 		$445K Buy
46,952
+1,936
+4% +$18K ﹤0.01% 557
2018
Q1 		$404K Buy
45,016
+9,936
+28% +$91.6K ﹤0.01% 555
2017
Q4 		$310K Sell
35,080
-13,024
-27% -$112K ﹤0.01% 615
2017
Q3 		$397K Buy
48,104
+1,520
+3% +$12.3K ﹤0.01% 526
2017
Q2 		$368K Buy
46,584
+5,664
+14% +$44.1K ﹤0.01% 540
2017
Q1 		$310K Buy
40,920
+1,312
+3% +$9.7K ﹤0.01% 558
2016
Q4 		$276K Buy
+39,608
New +$274K ﹤0.01% 577
2016
Q3 		– Sell
-21,744
Closed -$143K – 1279
2016
Q2 		$143K Buy
21,744
+10,616
+95% +$69.7K ﹤0.01% 647
2016
Q1 		$73K Sell
11,128
-3,504
-24% -$21.7K ﹤0.01% 801
2015
Q4 		$97K Buy
14,632
+4,768
+48% +$31.8K ﹤0.01% 638
2015
Q3 		$62K Sell
9,864
-1,256
-11% -$8.36K ﹤0.01% 672
2015
Q2 		$75K Buy
11,120
+8,832
+386% +$60.2K ﹤0.01% 597
2015
Q1 		$15K Hold
2,288
– – ﹤0.01% 943
2014
Q4 		$15K Sell
2,288
-5,376
-70% -$33.9K ﹤0.01% 964
2014
Q3 		$47K Buy
7,664
+6,248
+441% +$38.4K ﹤0.01% 639
2014
Q2 		$9K Buy
+1,416
New +$8.28K ﹤0.01% 922

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

Northwestern Mutual Wealth Management's SCHG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4% in Q1 2026, selling an estimated $13.2M and leaving 10,146,702 shares worth $296M. The position accounts for 0.18% of the portfolio, ranked #69.

Northwestern Mutual Wealth Management first reported a position in SCHG in Q2 2014 and has held it in 47 quarters since. The position peaked at $345M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 10,146,702 shares of Schwab US Large-Cap Growth ETF worth $296M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 425,361 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $13.2M.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Northwestern Mutual Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and has held it in 47 quarters since.
  • Northwestern Mutual Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $345M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.