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

Quadcap Wealth Management’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 		$1.93M Sell
66,233
-2,073
-3% -$64.4K 0.22% 93
2025
Q4 		$2.23M Sell
68,306
-843
-1% -$27.4K 0.25% 82
2025
Q3 		$2.21M Sell
69,149
-4,039
-6% -$123K 0.26% 81
2025
Q2 		$2.14M Buy
73,188
+7,236
+11% +$191K 0.27% 75
2025
Q1 		$1.65M Buy
65,952
+5,203
+9% +$143K 0.24% 89
2024
Q4 		$1.69M Buy
+60,749
New +$1.66M 0.25% 84
2024
Q3 		– Sell
-12,488
Closed -$315K – 399
2024
Q2 		$315K Buy
12,488
+484
+4% +$11.4K 0.06% 299
2024
Q1 		$278K Buy
12,004
+1,500
+14% +$33.2K 0.06% 277
2023
Q4 		$218K Buy
+10,504
New +$203K 0.06% 299

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

Quadcap Wealth Management's SCHG Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q1 2026, selling an estimated $64.4K and leaving 66,233 shares worth $1.93M. The position accounts for 0.22% of the portfolio, ranked #93.

Quadcap Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.23M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Quadcap Wealth Management held 66,233 shares of Schwab US Large-Cap Growth ETF worth $1.93M as of Q1 2026.
  • Quadcap Wealth Management sold 2,073 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $64.4K.
  • Schwab US Large-Cap Growth ETF made up 0.22% of Quadcap Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Quadcap Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • Quadcap Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $2.23M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.