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

Stone Summit 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 		$631K Buy
21,661
+10,217
+89% +$318K 0.18% 81
2025
Q4 		$373K Buy
11,444
+1,595
+16% +$51.9K 0.1% 112
2025
Q3 		$314K Sell
9,849
-321
-3% -$9.78K 0.09% 122
2025
Q2 		$297K Sell
10,170
-1,449
-12% -$38.3K 0.09% 124
2025
Q1 		$291K Buy
+11,619
New +$318K 0.1% 122

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

Stone Summit Wealth's SCHG Position: Q1 2026 in Review

Stone Summit Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 89% in Q1 2026, buying an estimated $318K and bringing the position to 21,661 shares worth $631K. The position accounts for 0.18% of the portfolio, ranked #81.

Stone Summit Wealth first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Stone Summit Wealth held 21,661 shares of Schwab US Large-Cap Growth ETF worth $631K as of Q1 2026.
  • Stone Summit Wealth bought 10,217 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $318K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Stone Summit Wealth's portfolio in Q1 2026, its #81 holding.
  • Stone Summit Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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