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

SMART 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 		$551K Sell
18,924
-113
-0.6% -$3.51K 0.16% 126
2025
Q4 		$621K Buy
19,037
+3,498
+23% +$114K 0.19% 102
2025
Q3 		$496K Buy
15,539
+1,208
+8% +$36.8K 0.19% 91
2025
Q2 		$419K Buy
14,331
+201
+1% +$5.31K 0.13% 116
2025
Q1 		$354K Sell
14,130
-1,931
-12% -$52.9K 0.13% 116
2024
Q4 		$448K Sell
16,061
-4,231
-21% -$116K 0.16% 109
2024
Q3 		$529K Buy
20,292
+1,108
+6% +$27.9K 0.21% 92
2024
Q2 		$484K Buy
19,184
+84
+0.4% +$1.98K 0.2% 81
2024
Q1 		$443K Sell
19,100
-220
-1% -$4.87K 0.2% 72
2023
Q4 		$401K Buy
+19,320
New +$374K 0.22% 52
2023
Q1 		– Sell
-19,928
Closed -$277K – 79
2022
Q4 		$277K Buy
+19,928
New +$287K 0.21% 68

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

SMART Wealth's SCHG Position: Q1 2026 in Review

SMART Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.59% in Q1 2026, selling an estimated $3.51K and leaving 18,924 shares worth $551K. The position accounts for 0.16% of the portfolio, ranked #126.

SMART Wealth first reported a position in SCHG in Q4 2022 and has held it in 11 quarters since. The position peaked at $621K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • SMART Wealth held 18,924 shares of Schwab US Large-Cap Growth ETF worth $551K as of Q1 2026.
  • SMART Wealth sold 113 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.51K.
  • Schwab US Large-Cap Growth ETF made up 0.16% of SMART Wealth's portfolio in Q1 2026, its #126 holding.
  • SMART Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 11 quarters since.
  • SMART Wealth's Schwab US Large-Cap Growth ETF position peaked at $621K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.