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

SkyOak 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 		$22.2M Buy
760,537
+31,081
+4% +$966K 4.06% 3
2025
Q4 		$23.8M Buy
729,456
+9,159
+1% +$298K 4.28% 3
2025
Q3 		$23M Sell
720,297
-34,324
-5% -$1.05M 4.34% 3
2025
Q2 		$22M Buy
754,621
+63,446
+9% +$1.68M 4.43% 3
2025
Q1 		$17.3M Sell
691,175
-7,920
-1% -$217K 3.79% 5
2024
Q4 		$19.5M Sell
699,095
-20,865
-3% -$571K 4.17% 4
2024
Q3 		$18.8M Buy
719,960
+11,396
+2% +$287K 4.15% 5
2024
Q2 		$17.9M Buy
708,564
+12,636
+2% +$298K 4.17% 5
2024
Q1 		$16.1M Sell
695,928
-16,324
-2% -$361K 3.86% 6
2023
Q4 		$14.8M Buy
712,252
+50,312
+8% +$973K 3.84% 5
2023
Q3 		$12M Buy
661,940
+36,308
+6% +$683K 3.52% 6
2023
Q2 		$11.7M Buy
625,632
+72,716
+13% +$1.25M 3.31% 6
2023
Q1 		$9.01M Buy
552,916
+91,860
+20% +$1.39M 2.75% 7
2022
Q4 		$6.4M Buy
461,056
+10,084
+2% +$145K 2.15% 8
2022
Q3 		$6.29M Buy
450,972
+149,424
+50% +$2.34M 2.25% 9
2022
Q2 		$4.37M Sell
301,548
-2,468
-0.8% -$39.5K 1.49% 13
2022
Q1 		$5.69M Buy
304,016
+55,688
+22% +$1.02M 1.58% 13
2021
Q4 		$5.08M Buy
248,328
+25,872
+12% +$517K 1.29% 20
2021
Q3 		$4.12M Buy
222,456
+3,088
+1% +$58.8K 1.11% 24
2021
Q2 		$4M Buy
219,368
+34,984
+19% +$605K 1.07% 25
2021
Q1 		$3.24M Buy
184,384
+26,152
+17% +$426K 0.9% 30
2020
Q4 		$2.54M Buy
158,232
+19,144
+14% +$290K 0.79% 38
2020
Q3 		$2M Buy
139,088
+44,344
+47% +$618K 0.72% 43
2020
Q2 		$1.2M Buy
+94,744
New +$1.1M 0.44% 57
2020
Q1 		– Sell
-51,192
Closed -$595K – 279
2019
Q4 		$595K Buy
+51,192
New +$564K 0.18% 131

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

SkyOak Wealth's SCHG Position: Q1 2026 in Review

SkyOak Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.3% in Q1 2026, buying an estimated $966K and bringing the position to 760,537 shares worth $22.2M. The position accounts for 4.06% of the portfolio, ranked #3.

SkyOak Wealth first reported a position in SCHG in Q4 2019 and has held it in 25 quarters since. The position peaked at $23.8M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • SkyOak Wealth held 760,537 shares of Schwab US Large-Cap Growth ETF worth $22.2M as of Q1 2026.
  • SkyOak Wealth bought 31,081 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $966K.
  • Schwab US Large-Cap Growth ETF made up 4.06% of SkyOak Wealth's portfolio in Q1 2026, its #3 holding.
  • SkyOak Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • SkyOak Wealth's Schwab US Large-Cap Growth ETF position peaked at $23.8M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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