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

Sagespring 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 		$764K Buy
26,228
+2,592
+11% +$80.6K 0.01% 393
2025
Q4 		$771K Buy
23,636
+211
+0.9% +$6.86K 0.01% 361
2025
Q3 		$747K Sell
23,425
-24
-0.1% -$731 0.01% 360
2025
Q2 		$685K Sell
23,449
-872
-4% -$23.1K 0.01% 362
2025
Q1 		$609K Sell
24,321
-14,592
-37% -$400K 0.02% 344
2024
Q4 		$1.08M Buy
+38,913
New +$1.06M 0.03% 205

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

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

Sagespring Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q1 2026, buying an estimated $80.6K and bringing the position to 26,228 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #393.

Sagespring Wealth Partners first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Sagespring Wealth Partners held 26,228 shares of Schwab US Large-Cap Growth ETF worth $764K as of Q1 2026.
  • Sagespring Wealth Partners bought 2,592 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $80.6K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #393 holding.
  • Sagespring Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $1.08M in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.