PCG
SCHG icon

Prosperity Consulting Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prosperity Consulting 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 		$678K Buy
23,291
+20
+0.1% +$622 0.03% 310
2025
Q4 		$759K Buy
23,271
+15
+0.1% +$488 0.03% 288
2025
Q3 		$742K Buy
23,256
+8,176
+54% +$249K 0.04% 288
2025
Q2 		$440K Buy
15,080
+14
+0.1% +$370 0.03% 321
2025
Q1 		$377K Buy
15,066
+17
+0.1% +$466 0.03% 335
2024
Q4 		$419K Buy
15,049
+13
+0.1% +$356 0.03% 334
2024
Q3 		$392K Buy
15,036
+32
+0.2% +$805 0.03% 340
2024
Q2 		$378K Hold
15,004
– – 0.05% 226
2024
Q1 		$348K Buy
+15,004
New +$332K 0.04% 258

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 $10B AUM 15.14% 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

Prosperity Consulting Group's SCHG Position: Q1 2026 in Review

Prosperity Consulting Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.09% in Q1 2026, buying an estimated $622 and bringing the position to 23,291 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #310.

Prosperity Consulting Group first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $759K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Prosperity Consulting Group held 23,291 shares of Schwab US Large-Cap Growth ETF worth $678K as of Q1 2026.
  • Prosperity Consulting Group bought 20 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $622.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #310 holding.
  • Prosperity Consulting Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Prosperity Consulting Group's Schwab US Large-Cap Growth ETF position peaked at $759K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.