SWM
SCHG icon

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

Schwallier 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 		$19.2M Buy
660,428
+52,154
+9% +$1.62M 14.05% 3
2025
Q4 		$19.5M Buy
608,274
+10,178
+2% +$331K 12.44% 4
2025
Q3 		$19.1M Sell
598,096
-15,117
-2% -$461K 11.91% 4
2025
Q2 		$17.9M Buy
613,213
+110,885
+22% +$2.93M 10.95% 4
2025
Q1 		$12.6M Buy
502,328
+313,639
+166% +$8.59M 9.29% 4
2024
Q4 		$5.26M Sell
188,689
-1,235
-0.7% -$33.8K 4% 10
2024
Q3 		$4.95M Buy
189,924
+6,356
+3% +$160K 3.54% 10
2024
Q2 		$4.63M Buy
183,568
+4,048
+2% +$95.5K 3.76% 10
2024
Q1 		$4.16M Sell
179,520
-23,140
-11% -$512K 3.35% 10
2023
Q4 		$4.2M Buy
+202,660
New +$3.92M 3.48% 9

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

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

Schwallier Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.6% in Q1 2026, buying an estimated $1.62M and bringing the position to 660,428 shares worth $19.2M. The position accounts for 14.05% of the portfolio, ranked #3.

Schwallier Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.5M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Schwallier Wealth Management held 660,428 shares of Schwab US Large-Cap Growth ETF worth $19.2M as of Q1 2026.
  • Schwallier Wealth Management bought 52,154 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.62M.
  • Schwab US Large-Cap Growth ETF made up 14.05% of Schwallier Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Schwallier Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Schwallier Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $19.5M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.