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

SOA Wealth Advisors’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 		$371K Sell
12,747
-541
-4% -$16.8K 0.07% 141
2025
Q4 		$433K Buy
13,288
+13
+0.1% +$423 0.07% 134
2025
Q3 		$424K Buy
13,275
+13
+0.1% +$396 0.07% 136
2025
Q2 		$387K Sell
13,262
-519
-4% -$13.7K 0.07% 137
2025
Q1 		$345K Buy
13,781
+16
+0.1% +$438 0.07% 134
2024
Q4 		$384K Buy
13,765
+13
+0.1% +$356 0.07% 132
2024
Q3 		$358K Buy
13,752
+28
+0.2% +$705 0.07% 133
2024
Q2 		$346K Hold
13,724
– – 0.07% 133
2024
Q1 		$318K Buy
13,724
+20
+0.1% +$442 0.07% 138
2023
Q4 		$284K Buy
13,704
+16
+0.1% +$309 0.06% 142
2023
Q3 		$249K Buy
13,688
+16
+0.1% +$301 0.06% 145
2023
Q2 		$256K Buy
13,672
+16
+0.1% +$274 0.06% 143
2023
Q1 		$222K Buy
13,656
+1,076
+9% +$16.3K 0.05% 145
2022
Q4 		$175K Sell
12,580
-968
-7% -$13.9K 0.05% 163
2022
Q3 		$189K Buy
13,548
+1,092
+9% +$17.1K 0.06% 148
2022
Q2 		$180K Buy
12,456
+2,404
+24% +$38.4K 0.05% 152
2022
Q1 		$188K Buy
10,052
+9,908
+6,881% +$181K 0.05% 166
2021
Q4 		$2K Buy
+144
New +$2.88K ﹤0.01% 789
2021
Q3 		– Sell
-496
Closed -$9K – 978
2021
Q2 		$9K Hold
496
– – ﹤0.01% 595
2021
Q1 		$8K Buy
496
+216
+77% +$3.52K ﹤0.01% 554
2020
Q4 		$4K Buy
+280
New +$4.25K ﹤0.01% 642

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

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

SOA Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.1% in Q1 2026, selling an estimated $16.8K and leaving 12,747 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #141.

SOA Wealth Advisors first reported a position in SCHG in Q4 2020 and has held it in 21 quarters since. The position peaked at $433K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • SOA Wealth Advisors held 12,747 shares of Schwab US Large-Cap Growth ETF worth $371K as of Q1 2026.
  • SOA Wealth Advisors sold 541 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.8K.
  • Schwab US Large-Cap Growth ETF made up 0.07% of SOA Wealth Advisors's portfolio in Q1 2026, its #141 holding.
  • SOA Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • SOA Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $433K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.