RWA
SCHG icon

Resolute Wealth Advisor’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Resolute Wealth Advisor’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 		$901K Buy
+30,919
New +$961K 0.51% 36
2025
Q2 		$901K Buy
+30,919
New +$817K 0.51% 36

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Resolute Wealth Advisor's SCHG Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 30,919 shares worth $901K. The stake represents 0.51% of the portfolio and ranks #36 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in SCHG as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in SCHG in Q2 2025 and has held it in 2 quarters since. 1,622 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Resolute Wealth Advisor held 30,919 shares of Schwab US Large-Cap Growth ETF worth $901K as of Q1 2026.
  • Schwab US Large-Cap Growth ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.51% of Resolute Wealth Advisor's portfolio in Q1 2026, its #36 holding.
  • Resolute Wealth Advisor first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.