Prestige Wealth Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prestige Wealth Management Group’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	$1.54M	Sell	52,906 -7,954	-13%	-$247K	0.3%	50
2025 Q4	$1.99M	Sell	60,860 -214	-0.4%	-$6.96K	0.38%	48
2025 Q3	$1.95M	Sell	61,074 -2,145	-3%	-$65.4K	0.38%	45
2025 Q2	$1.85M	Sell	63,219 -3,053	-5%	-$80.7K	0.38%	43
2025 Q1	$1.66M	Sell	66,272 -4,767	-7%	-$131K	0.35%	44
2024 Q4	$1.98M	Sell	71,039 -33	-0%	-$902	0.41%	43
2024 Q3	$1.85M	Sell	71,072 -896	-1%	-$22.5K	0.38%	44
2024 Q2	$1.82M	Sell	71,968 -344	-0.5%	-$8.12K	0.39%	44
2024 Q1	$1.68M	Sell	72,312 -16,212	-18%	-$359K	0.36%	44
2023 Q4	$1.84M	Sell	88,524 -2,572	-3%	-$49.8K	0.42%	41
2023 Q3	$1.66M	Sell	91,096 -3,276	-3%	-$61.7K	0.41%	40
2023 Q2	$1.77M	Sell	94,372 -2,900	-3%	-$49.7K	0.42%	37
2023 Q1	$1.58M	Sell	97,272 -14,256	-13%	-$216K	0.4%	42
2022 Q4	$1.55M	Sell	111,528 -1,792	-2%	-$25.8K	0.4%	38
2022 Q3	$1.58M	Sell	113,320 -420	-0.4%	-$6.58K	0.44%	40
2022 Q2	$1.65M	Buy	113,740 +16	+0%	+$256	0.45%	39
2022 Q1	$2.13M	Sell	113,724 -17,516	-13%	-$319K	0.52%	35
2021 Q4	$2.69M	Sell	131,240 -704	-0.5%	-$14.1K	0.64%	29
2021 Q3	$2.44M	Buy	131,944 +6,760	+5%	+$129K	0.63%	29
2021 Q2	$2.28M	Sell	125,184 -6,848	-5%	-$118K	0.61%	30
2021 Q1	$2.14M	Sell	132,032 -2,112	-2%	-$34.4K	0.59%	31
2020 Q4	$2.15M	Sell	134,144 -1,920	-1%	-$29.1K	0.59%	29
2020 Q3	$1.96M	Sell	136,064 -55,768	-29%	-$777K	0.59%	24
2020 Q2	$2.44M	Buy	191,832 +424	+0.2%	+$4.94K	0.86%	20
2020 Q1	$1.91M	Sell	191,408 -20,328	-10%	-$232K	0.8%	21
2019 Q4	$2.46M	Buy	211,736 +1,480	+0.7%	+$16.3K	1.35%	15
2019 Q3	$2.21M	Sell	210,256 -992	-0.5%	-$10.5K	1.29%	13
2019 Q2	$2.2M	Sell	211,248 -10,184	-5%	-$104K	1.33%	13
2019 Q1	$2.2M	Sell	221,432 -18,656	-8%	-$176K	1.35%	12
2018 Q4	$2.07M	Buy	+240,088	New	+$2.24M	1.52%	14

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

Prestige Wealth Management Group's SCHG Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q1 2026, selling an estimated $247K and leaving 52,906 shares worth $1.54M. The position accounts for 0.3% of the portfolio, ranked #50.

Prestige Wealth Management Group first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.69M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Prestige Wealth Management Group held 52,906 shares of Schwab US Large-Cap Growth ETF worth $1.54M as of Q1 2026.
Prestige Wealth Management Group sold 7,954 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $247K.
Schwab US Large-Cap Growth ETF made up 0.3% of Prestige Wealth Management Group's portfolio in Q1 2026, its #50 holding.
Prestige Wealth Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's Schwab US Large-Cap Growth ETF position peaked at $2.69M in Q4 2021.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.