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

Perissos 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	$4.88M	Sell	167,657 -3,296	-2%	-$102K	4.24%	9
2025 Q4	$5.58M	Buy	170,953 +13,741	+9%	+$447K	4.81%	5
2025 Q3	$5.02M	Buy	157,212 +3,158	+2%	+$96.2K	3.65%	9
2025 Q2	$4.5M	Sell	154,054 -358	-0.2%	-$9.46K	3.56%	7
2025 Q1	$3.87M	Buy	154,412 +208	+0.1%	+$5.7K	3.52%	7
2024 Q4	$4.3M	Buy	154,204 +41,888	+37%	+$1.15M	3.21%	6
2024 Q3	$2.93M	Buy	112,316 +1,784	+2%	+$44.9K	2.35%	12
2024 Q2	$2.79M	Buy	110,532 +3,524	+3%	+$83.1K	2.5%	10
2024 Q1	$2.48M	Buy	+107,008	New	+$2.37M	2.25%	16

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

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

Perissos Private Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q1 2026, selling an estimated $102K and leaving 167,657 shares worth $4.88M. The position accounts for 4.24% of the portfolio, ranked #9.

Perissos Private Wealth Management first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.58M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Perissos Private Wealth Management held 167,657 shares of Schwab US Large-Cap Growth ETF worth $4.88M as of Q1 2026.
Perissos Private Wealth Management sold 3,296 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $102K.
Schwab US Large-Cap Growth ETF made up 4.24% of Perissos Private Wealth Management's portfolio in Q1 2026, its #9 holding.
Perissos Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $5.58M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.