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

Paragon Private 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	$1.33M	Buy	45,512 +9,688	+27%	+$301K	0.41%	68
2025 Q4	$1.17M	Sell	35,824 -640	-2%	-$20.8K	0.36%	75
2025 Q3	$1.16M	Buy	36,464 +3,391	+10%	+$103K	0.38%	74
2025 Q2	$966K	Buy	33,073 +5,644	+21%	+$149K	0.38%	74
2025 Q1	$687K	Buy	+27,429	New	+$751K	0.32%	90

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

Paragon Private Wealth Management's SCHG Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 27% in Q1 2026, buying an estimated $301K and bringing the position to 45,512 shares worth $1.33M. The position accounts for 0.41% of the portfolio, ranked #68.

Paragon Private Wealth Management first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Paragon Private Wealth Management held 45,512 shares of Schwab US Large-Cap Growth ETF worth $1.33M as of Q1 2026.
Paragon Private Wealth Management bought 9,688 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $301K.
Schwab US Large-Cap Growth ETF made up 0.41% of Paragon Private Wealth Management's portfolio in Q1 2026, its #68 holding.
Paragon Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.