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

Opes 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 		$12.2M Buy
419,663
+16,151
+4% +$502K 2.01% 14
2025
Q4 		$13.2M Sell
403,512
-7,085
-2% -$230K 2.15% 11
2025
Q3 		$13.1M Buy
410,597
+1,779
+0.4% +$54.2K 2.27% 10
2025
Q2 		$11.9M Buy
408,818
+20,743
+5% +$548K 2.12% 11
2025
Q1 		$9.72M Buy
388,075
+27,361
+8% +$749K 1.96% 12
2024
Q4 		$10.1M Buy
360,714
+1,982
+0.6% +$54.2K 2.06% 11
2024
Q3 		$9.34M Sell
358,732
-3,068
-0.8% -$77.2K 1.8% 11
2024
Q2 		$9.12M Sell
361,800
-1,368
-0.4% -$32.3K 1.9% 11
2024
Q1 		$8.42M Buy
363,168
+15,208
+4% +$336K 1.94% 12
2023
Q4 		$7.22M Sell
347,960
-18,176
-5% -$352K 1.73% 17
2023
Q3 		$6.66M Sell
366,136
-7,608
-2% -$143K 1.84% 17
2023
Q2 		$7M Sell
373,744
-1,616
-0.4% -$27.7K 1.99% 13
2023
Q1 		$6.12M Buy
375,360
+2,752
+0.7% +$41.8K 1.97% 15
2022
Q4 		$5.18M Buy
372,608
+12,072
+3% +$174K 1.88% 18
2022
Q3 		$5.03M Buy
360,536
+12,812
+4% +$201K 2.01% 16
2022
Q2 		$5.04M Sell
347,724
-1,796
-0.5% -$28.7K 2.02% 17
2022
Q1 		$6.54M Buy
349,520
+11,096
+3% +$202K 2.13% 15
2021
Q4 		$6.93M Sell
338,424
-114,232
-25% -$2.28M 2.15% 15
2021
Q3 		$8.38M Sell
452,656
-6,576
-1% -$125K 2.96% 8
2021
Q2 		$8.38M Sell
459,232
-7,160
-2% -$124K 3.1% 9
2021
Q1 		$7.57M Buy
466,392
+37,408
+9% +$609K 2.95% 8
2020
Q4 		$6.89M Sell
428,984
-158,304
-27% -$2.4M 3.32% 9
2020
Q3 		$8.46M Sell
587,288
-21,304
-4% -$297K 4.04% 4
2020
Q2 		$7.72M Sell
608,592
-24,208
-4% -$282K 3.94% 5
2020
Q1 		$6.3M Sell
632,800
-215,744
-25% -$2.46M 4.74% 7
2019
Q4 		$9.86M Sell
848,544
-157,704
-16% -$1.74M 6.04% 4
2019
Q3 		$10.6M Sell
1,006,248
-42,536
-4% -$448K 6.97% 4
2019
Q2 		$10.9M Sell
1,048,784
-2,928
-0.3% -$29.8K 7.46% 4
2019
Q1 		$10.4M Buy
+1,051,712
New +$9.95M 7.63% 4

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

Opes Wealth Management's SCHG Position: Q1 2026 in Review

Opes Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4% in Q1 2026, buying an estimated $502K and bringing the position to 419,663 shares worth $12.2M. The position accounts for 2.01% of the portfolio, ranked #14.

Opes Wealth Management first reported a position in SCHG in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.2M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Opes Wealth Management held 419,663 shares of Schwab US Large-Cap Growth ETF worth $12.2M as of Q1 2026.
  • Opes Wealth Management bought 16,151 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $502K.
  • Schwab US Large-Cap Growth ETF made up 2.01% of Opes Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Opes Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Opes Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $13.2M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.