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Schaper Benz & Wise Investment Counsel’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Schaper Benz & Wise Investment Counsel’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
-6,936
Closed -$226K – 161
2025
Q4 		$226K Hold
6,936
– – 0.02% 150
2025
Q3 		$221K Hold
6,936
– – 0.02% 148
2025
Q2 		$203K Buy
+6,936
New +$183K 0.02% 150

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 $11.5B AUM 18.82% 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

Schaper Benz & Wise Investment Counsel's SCHG Position: Q1 2026 in Review

Schaper Benz & Wise Investment Counsel sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,936 shares — an estimated $226K sold.

Schaper Benz & Wise Investment Counsel first reported a position in SCHG in Q2 2025 and held it in 3 quarters. The position peaked at $226K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Schaper Benz & Wise Investment Counsel reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 6,936 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $226K.
  • Schaper Benz & Wise Investment Counsel first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 3 quarters.
  • Schaper Benz & Wise Investment Counsel's Schwab US Large-Cap Growth ETF position peaked at $226K in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q1 2026, filed 28 Apr 2026.