SWA
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Sightline Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sightline Wealth Advisors’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 		$3.56M Buy
122,347
+11,730
+11% +$365K 1.51% 19
2025
Q4 		$3.61M Buy
110,617
+13,379
+14% +$435K 1.54% 19
2025
Q3 		$3.1M Buy
97,238
+10,501
+12% +$320K 1.4% 21
2025
Q2 		$2.53M Buy
86,737
+2,639
+3% +$69.8K 1.22% 21
2025
Q1 		$2.11M Buy
84,098
+26,742
+47% +$732K 1.11% 22
2024
Q4 		$1.6M Buy
57,356
+6,024
+12% +$165K 0.86% 25
2024
Q3 		$1.34M Buy
51,332
+7,724
+18% +$194K 0.74% 29
2024
Q2 		$1.1M Buy
+43,608
New +$1.03M 0.68% 29

Other funds holding SCHG

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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