SWM
SCHG icon

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

Sculati 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 		$1.43M Sell
49,220
-313
-0.6% -$9.73K 0.53% 56
2025
Q4 		$1.62M Sell
49,533
-132
-0.3% -$4.29K 0.57% 52
2025
Q3 		$1.58M Sell
49,665
-136
-0.3% -$4.14K 0.56% 51
2025
Q2 		$1.45M Sell
49,801
-16,746
-25% -$443K 0.55% 55
2025
Q1 		$1.67M Sell
66,547
-11,994
-15% -$328K 0.67% 43
2024
Q4 		$2.19M Sell
78,541
-8,583
-10% -$235K 0.87% 35
2024
Q3 		$2.27M Sell
87,124
-98,372
-53% -$2.48M 0.91% 33
2024
Q2 		$4.68M Sell
185,496
-152,440
-45% -$3.6M 2% 10
2024
Q1 		$7.83M Sell
337,936
-3,344
-1% -$74K 3.38% 6
2023
Q4 		$7.08M Sell
341,280
-1,264
-0.4% -$24.4K 3.3% 6
2023
Q3 		$6.23M Sell
342,544
-120
-0% -$2.26K 3.18% 6
2023
Q2 		$6.42M Sell
342,664
-1,540
-0.4% -$26.4K 3.23% 6
2023
Q1 		$5.61M Sell
344,204
-4,020
-1% -$61K 2.98% 6
2022
Q4 		$4.84M Buy
348,224
+3,104
+0.9% +$44.6K 2.72% 7
2022
Q3 		$4.82M Buy
345,120
+1,388
+0.4% +$21.7K 2.84% 6
2022
Q2 		$4.98M Buy
343,732
+3,136
+0.9% +$50.1K 2.84% 6
2022
Q1 		$6.37M Buy
340,596
+5,612
+2% +$102K 3.11% 6
2021
Q4 		$6.86M Buy
334,984
+1,568
+0.5% +$31.3K 3.31% 5
2021
Q3 		$6.17M Sell
333,416
-4,864
-1% -$92.7K 3.27% 4
2021
Q2 		$6.17M Buy
338,280
+2,080
+0.6% +$36K 3.27% 4
2021
Q1 		$5.45M Buy
336,200
+3,632
+1% +$59.1K 3.14% 5
2020
Q4 		$5.34M Sell
332,568
-200
-0.1% -$3.03K 3.51% 4
2020
Q3 		$4.79M Sell
332,768
-5,152
-2% -$71.8K 3.59% 6
2020
Q2 		$4.29M Sell
337,920
-10,712
-3% -$125K 3.62% 5
2020
Q1 		$3.47M Buy
348,632
+9,400
+3% +$107K 3.82% 3
2019
Q4 		$3.94M Buy
+339,232
New +$3.74M 3.53% 5

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

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

Sculati Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.63% in Q1 2026, selling an estimated $9.73K and leaving 49,220 shares worth $1.43M. The position accounts for 0.53% of the portfolio, ranked #56.

Sculati Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.83M in Q1 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Sculati Wealth Management held 49,220 shares of Schwab US Large-Cap Growth ETF worth $1.43M as of Q1 2026.
  • Sculati Wealth Management sold 313 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $9.73K.
  • Schwab US Large-Cap Growth ETF made up 0.53% of Sculati Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Sculati Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $7.83M in Q1 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.