Pursue Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pursue Wealth Partners’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	$400K	Hold	13,720	–	–	0.24%	67
2025 Q4	$448K	Hold	13,720	–	–	0.22%	68
2025 Q3	$438K	Hold	13,720	–	–	0.24%	70
2025 Q2	$401K	Hold	13,720	–	–	0.23%	72
2025 Q1	$344K	Hold	13,720	–	–	0.21%	79
2024 Q4	$382K	Hold	13,720	–	–	0.22%	68
2024 Q3	$357K	Hold	13,720	–	–	0.2%	72
2024 Q2	$346K	Hold	13,720	–	–	0.19%	67
2024 Q1	$318K	Hold	13,720	–	–	0.19%	71
2023 Q4	$285K	Hold	13,720	–	–	0.18%	72
2023 Q3	$249K	Hold	13,720	–	–	0.18%	78
2023 Q2	$257K	Hold	13,720	–	–	0.16%	85
2023 Q1	$224K	Buy	+13,720	New	+$208K	0.15%	94
2022 Q2	–	Sell	-1,488	Closed	-$27.4K	–	212
2022 Q1	$27.4K	Buy	+1,488	New	+$27.1K	0.01%	200

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

Pursue Wealth Partners's SCHG Position: Q1 2026 in Review

Pursue Wealth Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 13,720 shares worth $400K. The position accounts for 0.24% of the portfolio, ranked #67.

Pursue Wealth Partners first reported a position in SCHG in Q1 2022 and has held it in 14 quarters since. The position peaked at $448K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Pursue Wealth Partners held 13,720 shares of Schwab US Large-Cap Growth ETF worth $400K as of Q1 2026.
Pursue Wealth Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.24% of Pursue Wealth Partners's portfolio in Q1 2026, its #67 holding.
Pursue Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
Pursue Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $448K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.