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

Strategic Wealth Partners’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	$757K	Sell	25,971 -1,229	-5%	-$38.2K	0.05%	170
2025 Q4	$887K	Sell	27,200 -36,596	-57%	-$1.19M	0.06%	161
2025 Q3	$2.04M	Buy	63,796 +63,436	+17,621%	+$1.93M	0.15%	101
2025 Q2	$10.5K	Buy	+360	New	+$9.52K	﹤0.01%	772
2019 Q3	–	Sell	-864	Closed	-$8K	–	764
2019 Q2	$8K	Hold	864	–	–	﹤0.01%	587
2019 Q1	$9K	Buy	+864	New	+$8.17K	﹤0.01%	578

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Strategic Wealth Partners's SCHG Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.5% in Q1 2026, selling an estimated $38.2K and leaving 25,971 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #170.

Strategic Wealth Partners first reported a position in SCHG in Q1 2019 and has held it in 6 quarters since. The position peaked at $2.04M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Strategic Wealth Partners held 25,971 shares of Schwab US Large-Cap Growth ETF worth $757K as of Q1 2026.
Strategic Wealth Partners sold 1,229 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $38.2K.
Schwab US Large-Cap Growth ETF made up 0.05% of Strategic Wealth Partners's portfolio in Q1 2026, its #170 holding.
Strategic Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 6 quarters since.
Strategic Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $2.04M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.