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Paces Ferry Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Paces Ferry 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 		$19.9M Buy
684,526
+43,131
+7% +$1.34M 8.27% 1
2025
Q4 		$20.9M Buy
641,395
+6,983
+1% +$227K 8.5% 1
2025
Q3 		$20.2M Sell
634,412
-10,593
-2% -$323K 8.42% 1
2025
Q2 		$18.8M Buy
645,005
+54,019
+9% +$1.43M 8.66% 1
2025
Q1 		$14.8M Buy
590,986
+18,081
+3% +$495K 7.36% 1
2024
Q4 		$16M Buy
572,905
+26,345
+5% +$720K 7.76% 1
2024
Q3 		$14.2M Buy
546,560
+20,040
+4% +$504K 8.19% 2
2024
Q2 		$13.3M Buy
526,520
+33,880
+7% +$799K 8.01% 2
2024
Q1 		$11.4M Buy
492,640
+140,528
+40% +$3.11M 7.31% 2
2023
Q4 		$7.3M Buy
352,112
+40,960
+13% +$792K 5.08% 3
2023
Q3 		$5.66M Sell
311,152
-11,812
-4% -$222K 4.48% 4
2023
Q2 		$6.05M Sell
322,964
-12,628
-4% -$216K 4.54% 3
2023
Q1 		$5.47M Buy
335,592
+1,348
+0.4% +$20.5K 4.41% 4
2022
Q4 		$4.64M Buy
334,244
+59,952
+22% +$862K 4.52% 3
2022
Q3 		$3.83M Buy
274,292
+5,992
+2% +$93.9K 4.18% 4
2022
Q2 		$3.89M Buy
268,300
+4,872
+2% +$77.9K 3.83% 4
2022
Q1 		$4.93M Buy
263,428
+27,420
+12% +$500K 3.92% 4
2021
Q4 		$4.83M Buy
236,008
+26,032
+12% +$520K 3.46% 6
2021
Q3 		$3.89M Sell
209,976
-6,792
-3% -$129K 3.1% 5
2021
Q2 		$3.96M Buy
216,768
+11,144
+5% +$193K 3.02% 5
2021
Q1 		$3.34M Buy
205,624
+33,816
+20% +$550K 2.9% 6
2020
Q4 		$2.76M Buy
171,808
+6,848
+4% +$104K 2.52% 6
2020
Q3 		$2.38M Buy
+164,960
New +$2.3M 2.07% 8

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

Paces Ferry Wealth Advisors's SCHG Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.7% in Q1 2026, buying an estimated $1.34M and bringing the position to 684,526 shares worth $19.9M. The position accounts for 8.27% of the portfolio, ranked #1.

Paces Ferry Wealth Advisors first reported a position in SCHG in Q3 2020 and has held it in 23 quarters since. The position peaked at $20.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Paces Ferry Wealth Advisors held 684,526 shares of Schwab US Large-Cap Growth ETF worth $19.9M as of Q1 2026.
  • Paces Ferry Wealth Advisors bought 43,131 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.34M.
  • Schwab US Large-Cap Growth ETF made up 8.27% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Paces Ferry Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $20.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.