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

Rolek 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 		– Sell
-11,171
Closed -$364K – 23
2025
Q4 		$364K Hold
11,171
– – 0.25% 15
2025
Q3 		$356K Hold
11,171
– – 0.27% 14
2025
Q2 		$326K Hold
11,171
– – 0.28% 15
2025
Q1 		$274K Buy
11,171
+163
+1% +$4.46K 0.28% 11
2024
Q4 		$307K Buy
+11,008
New +$301K 0.24% 8

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

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

Rolek Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 11,171 shares — an estimated $364K sold.

Rolek Wealth Management first reported a position in SCHG in Q4 2024 and held it in 5 quarters. The position peaked at $364K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Rolek Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Rolek Wealth Management sold 11,171 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $364K.
  • Rolek Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 5 quarters.
  • Rolek Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $364K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Rolek Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.