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

Quotient 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 		$5.24M Buy
179,845
+55,973
+45% +$1.74M 0.14% 50
2025
Q4 		$4.04M Sell
123,872
-4,680
-4% -$152K 0.11% 54
2025
Q3 		$4.1M Sell
128,552
-1,895
-1% -$57.8K 0.11% 52
2025
Q2 		$3.81M Sell
130,447
-15,425
-11% -$408K 0.11% 52
2025
Q1 		$3.65M Buy
145,872
+92,157
+172% +$2.52M 0.12% 48
2024
Q4 		$1.5M Buy
53,715
+287
+0.5% +$7.85K 0.05% 82
2024
Q3 		$1.39M Buy
53,428
+27,820
+109% +$700K 0.05% 83
2024
Q2 		$646K Buy
+25,608
New +$604K 0.02% 146

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

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

Quotient Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 45% in Q1 2026, buying an estimated $1.74M and bringing the position to 179,845 shares worth $5.24M. The position accounts for 0.14% of the portfolio, ranked #50.

Quotient Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Quotient Wealth Partners held 179,845 shares of Schwab US Large-Cap Growth ETF worth $5.24M as of Q1 2026.
  • Quotient Wealth Partners bought 55,973 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.74M.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Quotient Wealth Partners's portfolio in Q1 2026, its #50 holding.
  • Quotient Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.