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

Signal Advisors Wealth’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	$1.24M	Buy	42,494 +506	+1%	+$15.7K	0.09%	203
2025 Q4	$1.37M	Buy	41,988 +15,493	+58%	+$504K	0.11%	155
2025 Q3	$845K	Buy	26,495 +12,279	+86%	+$374K	0.08%	185
2025 Q2	$415K	Sell	14,216 -5,113	-26%	-$135K	0.03%	325
2025 Q1	$484K	Buy	19,329 +8,989	+87%	+$246K	0.05%	284
2024 Q4	$288K	Buy	+10,340	New	+$283K	0.03%	370

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Signal Advisors Wealth's SCHG Position: Q1 2026 in Review

Signal Advisors Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q1 2026, buying an estimated $15.7K and bringing the position to 42,494 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #203.

Signal Advisors Wealth first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Signal Advisors Wealth held 42,494 shares of Schwab US Large-Cap Growth ETF worth $1.24M as of Q1 2026.
Signal Advisors Wealth bought 506 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $15.7K.
Schwab US Large-Cap Growth ETF made up 0.09% of Signal Advisors Wealth's portfolio in Q1 2026, its #203 holding.
Signal Advisors Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Signal Advisors Wealth's Schwab US Large-Cap Growth ETF position peaked at $1.37M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.