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NWK Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

NWK Group’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 		$335K Sell
11,504
-400
-3% -$12.4K 0.13% 42
2025
Q4 		$388K Hold
11,904
– – 0.13% 44
2025
Q3 		$380K Hold
11,904
– – 0.13% 46
2025
Q2 		$348K Sell
11,904
-7,752
-39% -$205K 0.12% 42
2025
Q1 		$492K Sell
19,656
-348
-2% -$9.53K 0.23% 36
2024
Q4 		$558K Hold
20,004
– – 0.22% 41
2024
Q3 		$521K Hold
20,004
– – 0.21% 42
2024
Q2 		$504K Hold
20,004
– – 0.21% 38
2024
Q1 		$464K Sell
20,004
-80
-0.4% -$1.77K 0.22% 40
2023
Q4 		$417K Sell
20,084
-800
-4% -$15.5K 0.21% 41
2023
Q3 		$380K Sell
20,884
-212
-1% -$3.99K 0.23% 39
2023
Q2 		$395K Hold
21,096
– – 0.23% 41
2023
Q1 		$344K Hold
21,096
– – 0.22% 45
2022
Q4 		$293K Hold
21,096
– – 0.22% 42
2022
Q3 		$294K Buy
21,096
+248
+1% +$3.88K 0.23% 37
2022
Q2 		$302K Hold
20,848
– – 0.2% 42
2022
Q1 		$390K Hold
20,848
– – 0.21% 42
2021
Q4 		$427K Hold
20,848
– – 0.16% 48
2021
Q3 		$386K Hold
20,848
– – 0.15% 48
2021
Q2 		$380K Buy
20,848
+16,752
+409% +$290K 0.15% 52
2021
Q1 		$66K Hold
4,096
– – 0.03% 94
2020
Q4 		$66K Sell
4,096
-136
-3% -$2.06K 0.03% 93
2020
Q3 		$61K Sell
4,232
-136
-3% -$1.9K 0.03% 89
2020
Q2 		$55K Hold
4,368
– – 0.03% 88
2020
Q1 		$43K Buy
4,368
+1,648
+61% +$18.8K 0.04% 84
2019
Q4 		$32K Buy
+2,720
New +$30K 0.03% 121

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

NWK Group's SCHG Position: Q1 2026 in Review

NWK Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q1 2026, selling an estimated $12.4K and leaving 11,504 shares worth $335K. The position accounts for 0.13% of the portfolio, ranked #42.

NWK Group first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $558K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • NWK Group held 11,504 shares of Schwab US Large-Cap Growth ETF worth $335K as of Q1 2026.
  • NWK Group sold 400 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $12.4K.
  • Schwab US Large-Cap Growth ETF made up 0.13% of NWK Group's portfolio in Q1 2026, its #42 holding.
  • NWK Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • NWK Group's Schwab US Large-Cap Growth ETF position peaked at $558K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.