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

SHP 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 		$51.2K Sell
1,757
-526
-23% -$16.4K ﹤0.01% 486
2025
Q4 		$74.5K Buy
+2,283
New +$74.3K 0.01% 401

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $13.4B AUM 22.25% 1-Year Est. Return

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

SHP Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 23% in Q1 2026, selling an estimated $16.4K and leaving 1,757 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

SHP Wealth Management first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $74.5K in Q4 2025. 1,622 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • SHP Wealth Management held 1,757 shares of Schwab US Large-Cap Growth ETF worth $51.2K as of Q1 2026.
  • SHP Wealth Management sold 526 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.4K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #486 holding.
  • SHP Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $74.5K in Q4 2025.
  • 1,622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.