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Strategic Family Wealth Counselors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Strategic Family Wealth Counselors’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 		$15.4M Sell
527,127
-4,686
-0.9% -$146K 4.03% 1
2025
Q4 		$16.8M Buy
531,813
+9,553
+2% +$311K 3.77% 2
2025
Q3 		$16.7M Sell
522,260
-2,054
-0.4% -$62.6K 4.29% 2
2025
Q2 		$15.3M Buy
524,314
+23,792
+5% +$629K 4.36% 2
2025
Q1 		$12.5M Buy
500,522
+491
+0.1% +$13.4K 4.07% 3
2024
Q4 		$13.9M Buy
500,031
+1,367
+0.3% +$37.4K 4.54% 2
2024
Q3 		$13M Sell
498,664
-1,784
-0.4% -$44.9K 4.54% 2
2024
Q2 		$12.6M Buy
500,448
+11,428
+2% +$270K 4.8% 2
2024
Q1 		$11.3M Buy
489,020
+18,680
+4% +$413K 4.48% 2
2023
Q4 		$9.75M Buy
470,340
+20,140
+4% +$390K 4.09% 3
2023
Q3 		$8.18M Buy
450,200
+1,748
+0.4% +$32.9K 3.93% 4
2023
Q2 		$8.4M Buy
448,452
+588
+0.1% +$10.1K 3.86% 4
2023
Q1 		$7.3M Sell
447,864
-26,728
-6% -$406K 3.46% 4
2022
Q4 		$6.59M Buy
474,592
+1,112
+0.2% +$16K 3.27% 5
2022
Q3 		$6.61M Buy
473,480
+4,100
+0.9% +$64.2K 3.24% 8
2022
Q2 		$6.8M Sell
469,380
-3,408
-0.7% -$54.5K 3.27% 8
2022
Q1 		$8.84M Sell
472,788
-107,916
-19% -$1.97M 3.56% 6
2021
Q4 		$11.9M Buy
580,704
+110,528
+24% +$2.21M 3.81% 4
2021
Q3 		$8.7M Buy
470,176
+176
+0% +$3.35K 2.98% 5
2021
Q2 		$8.57M Buy
470,000
+4,488
+1% +$77.7K 2.8% 7
2021
Q1 		$7.55M Sell
465,512
-1,632
-0.3% -$26.6K 2.85% 7
2020
Q4 		$7.5M Sell
467,144
-456
-0.1% -$6.92K 3.87% 5
2020
Q3 		$6.73M Buy
467,600
+18,088
+4% +$252K 3.78% 6
2020
Q2 		$5.71M Sell
449,512
-4,936
-1% -$57.6K 3.59% 6
2020
Q1 		$4.53M Sell
454,448
-69,016
-13% -$787K 3.38% 8
2019
Q4 		$6.08M Sell
523,464
-7,896
-1% -$87K 4.91% 5
2019
Q3 		$5.58M Buy
531,360
+1,232
+0.2% +$13K 4.22% 6
2019
Q2 		$5.51M Sell
530,128
-2,736
-0.5% -$27.8K 4.27% 6
2019
Q1 		$5.29M Buy
532,864
+30,776
+6% +$291K 4.28% 6
2018
Q4 		$4.33M Buy
+502,088
New +$4.68M 4.9% 5

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $445B AUM 25.58% 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 $13.4B AUM 22.25% 1-Year Est. Return

Strategic Family Wealth Counselors's SCHG Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.88% in Q1 2026, selling an estimated $146K and leaving 527,127 shares worth $15.4M. The position accounts for 4.03% of the portfolio, ranked #1.

Strategic Family Wealth Counselors first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.8M in Q4 2025. 1,621 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Strategic Family Wealth Counselors held 527,127 shares of Schwab US Large-Cap Growth ETF worth $15.4M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 4,686 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $146K.
  • Schwab US Large-Cap Growth ETF made up 4.03% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #1 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Schwab US Large-Cap Growth ETF position peaked at $16.8M in Q4 2025.
  • 1,621 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.