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

Quadrant Private 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 		$992K Buy
34,051
+240
+0.7% +$7.46K 0.15% 117
2025
Q4 		$1.1M Sell
33,811
-316
-0.9% -$10.3K 0.18% 107
2025
Q3 		$1.09M Sell
34,127
-283
-0.8% -$8.63K 0.2% 102
2025
Q2 		$1.01M Sell
34,410
-641
-2% -$16.9K 0.21% 96
2025
Q1 		$878K Sell
35,051
-966
-3% -$26.5K 0.22% 94
2024
Q4 		$1M Buy
36,017
+3,809
+12% +$104K 0.25% 88
2024
Q3 		$839K Buy
32,208
+4,256
+15% +$107K 0.21% 104
2024
Q2 		$705K Buy
+27,952
New +$659K 0.16% 118

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

Quadrant Private Wealth Management's SCHG Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.71% in Q1 2026, buying an estimated $7.46K and bringing the position to 34,051 shares worth $992K. The position accounts for 0.15% of the portfolio, ranked #117.

Quadrant Private Wealth Management first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Quadrant Private Wealth Management held 34,051 shares of Schwab US Large-Cap Growth ETF worth $992K as of Q1 2026.
  • Quadrant Private Wealth Management bought 240 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $7.46K.
  • Schwab US Large-Cap Growth ETF made up 0.15% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Quadrant Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Quadrant Private Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.1M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.