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

Simplicity 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 		$11.4M Buy
391,625
+48,999
+14% +$1.52M 0.65% 29
2025
Q4 		$11.2M Buy
342,626
+41,469
+14% +$1.35M 0.67% 27
2025
Q3 		$9.61M Sell
301,157
-164,713
-35% -$5.02M 0.56% 33
2025
Q2 		$13.6M Buy
465,870
+426,507
+1,084% +$11.3M 0.57% 34
2025
Q1 		$986K Buy
39,363
+30,482
+343% +$835K 0.08% 260
2024
Q4 		$248K Buy
8,881
+309
+4% +$8.45K 0.05% 267
2024
Q3 		$223K Sell
8,572
-1,163,256
-99% -$29.3M 0.02% 455
2024
Q2 		$29.5M Sell
1,171,828
-2,600
-0.2% -$61.3K 0.67% 26
2024
Q1 		$27.2M Buy
+1,174,428
New +$26M 0.65% 24

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

Simplicity Wealth's SCHG Position: Q1 2026 in Review

Simplicity Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q1 2026, buying an estimated $1.52M and bringing the position to 391,625 shares worth $11.4M. The position accounts for 0.65% of the portfolio, ranked #29.

Simplicity Wealth first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.5M in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Simplicity Wealth held 391,625 shares of Schwab US Large-Cap Growth ETF worth $11.4M as of Q1 2026.
  • Simplicity Wealth bought 48,999 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.52M.
  • Schwab US Large-Cap Growth ETF made up 0.65% of Simplicity Wealth's portfolio in Q1 2026, its #29 holding.
  • Simplicity Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Schwab US Large-Cap Growth ETF position peaked at $29.5M in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.