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Soundwatch Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Soundwatch Capital’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 		$738K Buy
25,342
+159
+0.6% +$4.94K 0.09% 23
2025
Q4 		$821K Sell
25,183
-742
-3% -$24.1K 0.13% 21
2025
Q3 		$827K Sell
25,925
-11,699
-31% -$357K 0.13% 20
2025
Q2 		$11M Buy
37,624
+16,005
+74% +$423K 1.88% 7
2025
Q1 		$541K Sell
21,619
-1,948
-8% -$53.4K 0.25% 18
2024
Q4 		$657K Buy
23,567
+735
+3% +$20.1K 0.07% 20
2024
Q3 		$595K Buy
+22,832
New +$575K 0.09% 21
2024
Q1 		– Sell
-23,692
Closed -$491K – 25
2023
Q4 		$491K Buy
23,692
+1,068
+5% +$20.7K 0.24% 20
2023
Q3 		$411K Sell
22,624
-1,544
-6% -$29.1K 0.09% 19
2023
Q2 		$453K Buy
24,168
+9,244
+62% +$158K 0.12% 18
2023
Q1 		$243K Buy
+14,924
New +$227K 0.06% 21

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

Soundwatch Capital's SCHG Position: Q1 2026 in Review

Soundwatch Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.63% in Q1 2026, buying an estimated $4.94K and bringing the position to 25,342 shares worth $738K. The position accounts for 0.09% of the portfolio, ranked #23.

Soundwatch Capital first reported a position in SCHG in Q1 2023 and has held it in 11 quarters since. The position peaked at $11M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Soundwatch Capital held 25,342 shares of Schwab US Large-Cap Growth ETF worth $738K as of Q1 2026.
  • Soundwatch Capital bought 159 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.94K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Soundwatch Capital's portfolio in Q1 2026, its #23 holding.
  • Soundwatch Capital first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 11 quarters since.
  • Soundwatch Capital's Schwab US Large-Cap Growth ETF position peaked at $11M in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.