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Precision Wealth Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Precision Wealth Strategies’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 		$1.62M Sell
55,740
-7,603
-12% -$236K 0.54% 46
2025
Q4 		$2.07M Sell
63,343
-17,065
-21% -$555K 0.67% 37
2025
Q3 		$2.57M Sell
80,408
-141,081
-64% -$4.3M 0.83% 31
2025
Q2 		$6.47M Buy
221,489
+5,615
+3% +$148K 2.1% 9
2025
Q1 		$5.41M Buy
215,874
+146,160
+210% +$4M 4.13% 4
2024
Q4 		$1.94M Buy
69,714
+40,934
+142% +$1.12M 1.5% 18
2024
Q3 		$750K Sell
28,780
-14,680
-34% -$369K 0.69% 26
2024
Q2 		$1.1M Sell
43,460
-86,252
-66% -$2.03M 1.13% 21
2024
Q1 		$3.01M Buy
129,712
+64,936
+100% +$1.44M 2.84% 7
2023
Q4 		$1.34M Sell
64,776
-26,948
-29% -$521K 1.31% 10
2023
Q3 		$1.67M Buy
+91,724
New +$1.73M 1.81% 11
2023
Q1 		– Sell
-210,244
Closed -$2.92M – 110
2022
Q4 		$2.92M Buy
210,244
+62,912
+43% +$904K 3.04% 7
2022
Q3 		$2.14M Buy
147,332
+94,180
+177% +$1.48M 1.89% 9
2022
Q2 		$783K Buy
53,152
+3,648
+7% +$58.3K 0.62% 29
2022
Q1 		$926K Buy
49,504
+12,152
+33% +$222K 0.55% 31
2021
Q4 		$765K Buy
37,352
+23,000
+160% +$460K 0.55% 44
2021
Q3 		$266K Buy
+14,352
New +$273K 0.21% 104

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 $11.5B AUM 18.82% 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

Precision Wealth Strategies's SCHG Position: Q1 2026 in Review

Precision Wealth Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q1 2026, selling an estimated $236K and leaving 55,740 shares worth $1.62M. The position accounts for 0.54% of the portfolio, ranked #46.

Precision Wealth Strategies first reported a position in SCHG in Q3 2021 and has held it in 17 quarters since. The position peaked at $6.47M in Q2 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Precision Wealth Strategies held 55,740 shares of Schwab US Large-Cap Growth ETF worth $1.62M as of Q1 2026.
  • Precision Wealth Strategies sold 7,603 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $236K.
  • Schwab US Large-Cap Growth ETF made up 0.54% of Precision Wealth Strategies's portfolio in Q1 2026, its #46 holding.
  • Precision Wealth Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • Precision Wealth Strategies's Schwab US Large-Cap Growth ETF position peaked at $6.47M in Q2 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.