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Marathon Wealth Advisors LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Marathon Wealth Advisors LLC’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
-54,811
Closed -$1.79M – 74
2025
Q4 		$1.79M Buy
+54,811
New +$1.78M 0.71% 50

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Charles Schwab
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LPL Financial
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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

Marathon Wealth Advisors LLC's SCHG Position: Q1 2026 in Review

Marathon Wealth Advisors LLC sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 54,811 shares — an estimated $1.79M sold.

Marathon Wealth Advisors LLC first reported a position in SCHG in Q4 2025 and held it in 1 quarter. The position peaked at $1.79M in Q4 2025. 1,628 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Marathon Wealth Advisors LLC reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Marathon Wealth Advisors LLC sold 54,811 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.79M.
  • Marathon Wealth Advisors LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Marathon Wealth Advisors LLC's Schwab US Large-Cap Growth ETF position peaked at $1.79M in Q4 2025.
  • 1,628 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q1 2026, filed 11 Sep 2026.