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

Peterson 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	$1.04M	Buy	35,598 +717	+2%	+$22.3K	0.14%	40
2025 Q4	$1.14M	Buy	34,881 +10,835	+45%	+$352K	0.15%	39
2025 Q3	$774K	Buy	24,046 +954	+4%	+$29.1K	0.12%	50
2025 Q2	$675K	Sell	23,092 -135	-0.6%	-$3.57K	0.11%	53
2025 Q1	$525K	Buy	23,227 +11,426	+97%	+$313K	0.1%	55
2024 Q4	$334K	Buy	+11,801	New	+$323K	0.06%	68

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

Peterson Wealth Advisors's SCHG Position: Q1 2026 in Review

Peterson Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q1 2026, buying an estimated $22.3K and bringing the position to 35,598 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #40.

Peterson Wealth Advisors first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Peterson Wealth Advisors held 35,598 shares of Schwab US Large-Cap Growth ETF worth $1.04M as of Q1 2026.
Peterson Wealth Advisors bought 717 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $22.3K.
Schwab US Large-Cap Growth ETF made up 0.14% of Peterson Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Peterson Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Peterson Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.14M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.