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Smith Salley Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Smith Salley Wealth Management’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 		$385K Sell
13,219
-824
-6% -$25.6K 0.02% 204
2025
Q4 		$458K Sell
14,043
-2,034
-13% -$66.2K 0.02% 192
2025
Q3 		$513K Buy
16,077
+1
+0% +$30 0.03% 182
2025
Q2 		$470K Hold
16,076
– – 0.03% 175
2025
Q1 		$403K Buy
16,076
+3
+0% +$82 0.03% 187
2024
Q4 		$448K Buy
16,073
+821
+5% +$22.5K 0.03% 177
2024
Q3 		$397K Sell
15,252
-300
-2% -$7.55K 0.03% 190
2024
Q2 		$392K Buy
15,552
+300
+2% +$7.08K 0.03% 180
2024
Q1 		$354K Sell
15,252
-1,056
-6% -$23.4K 0.03% 189
2023
Q4 		$338K Buy
16,308
+1,056
+7% +$20.4K 0.02% 204
2023
Q3 		$277K Hold
15,252
– – 0.02% 206
2023
Q2 		$286K Hold
15,252
– – 0.02% 202
2023
Q1 		$248K Sell
15,252
-212
-1% -$3.22K 0.02% 208
2022
Q4 		$215K Sell
15,464
-840
-5% -$12.1K 0.02% 212
2022
Q3 		$227K Hold
16,304
– – 0.02% 199
2022
Q2 		$236K Hold
16,304
– – 0.02% 199
2022
Q1 		$305K Sell
16,304
-16
-0.1% -$292 0.02% 204
2021
Q4 		$334K Hold
16,320
– – 0.02% 207
2021
Q3 		$302K Hold
16,320
– – 0.02% 211
2021
Q2 		$298K Hold
16,320
– – 0.02% 218
2021
Q1 		$265K Hold
16,320
– – 0.02% 213
2020
Q4 		$262K Buy
+16,320
New +$248K 0.03% 193

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

Smith Salley Wealth Management's SCHG Position: Q1 2026 in Review

Smith Salley Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q1 2026, selling an estimated $25.6K and leaving 13,219 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #204.

Smith Salley Wealth Management first reported a position in SCHG in Q4 2020 and has held it in 22 quarters since. The position peaked at $513K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Smith Salley Wealth Management held 13,219 shares of Schwab US Large-Cap Growth ETF worth $385K as of Q1 2026.
  • Smith Salley Wealth Management sold 824 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $25.6K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Smith Salley Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Smith Salley Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $513K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.