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Tradition Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tradition Wealth Management’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 		$42.7M Sell
1,465,074
-91,071
-6% -$2.83M 3.04% 2
2025
Q4 		$50.8M Sell
1,556,145
-29,658
-2% -$965K 3.64% 1
2025
Q3 		$50.6M Sell
1,585,803
-50,754
-3% -$1.55M 3.74% 1
2025
Q2 		$47.8M Buy
1,636,557
+105
+0% +$2.78K 3.82% 1
2025
Q1 		$41M Sell
1,636,452
-5,722
-0.3% -$157K 3.61% 1
2024
Q4 		$45.8M Sell
1,642,174
-31,050
-2% -$849K 4.03% 1
2024
Q3 		$43.6M Buy
1,673,224
+3,972
+0.2% +$100K 3.88% 1
2024
Q2 		$42.1M Buy
1,669,252
+61,820
+4% +$1.46M 4.07% 1
2024
Q1 		$37.3M Sell
1,607,432
-1,321,496
-45% -$29.2M 3.77% 1
2023
Q4 		$56.5M Buy
2,928,928
+396,468
+16% +$7.67M 5.91% 1
2023
Q3 		$44M Buy
2,532,460
+2,716
+0.1% +$51.1K 5.24% 1
2023
Q2 		$45.5M Buy
2,529,744
+131,908
+6% +$2.26M 5.31% 1
2023
Q1 		$39.2M Sell
2,397,836
-133,516
-5% -$2.03M 4.87% 1
2022
Q4 		$37.9M Sell
2,531,352
-12,960
-0.5% -$186K 5.35% 1
2022
Q3 		$36.2M Sell
2,544,312
-155,476
-6% -$2.44M 5.44% 1
2022
Q2 		$40.4M Buy
2,699,788
+1,198,296
+80% +$19.2M 5.87% 1
2022
Q1 		$28.1M Buy
1,501,492
+58,300
+4% +$1.06M 3.58% 2
2021
Q4 		$29.5M Buy
1,443,192
+21,672
+2% +$433K 3.72% 2
2021
Q3 		$26.3M Buy
1,421,520
+30,624
+2% +$583K 3.74% 1
2021
Q2 		$25.4M Buy
1,390,896
+15,792
+1% +$273K 3.8% 1
2021
Q1 		$22.3M Sell
1,375,104
-58,096
-4% -$945K 3.86% 2
2020
Q4 		$23M Buy
+1,433,200
New +$21.7M 4.46% 1

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 $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 $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

Tradition Wealth Management's SCHG Position: Q1 2026 in Review

Tradition Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q1 2026, selling an estimated $2.83M and leaving 1,465,074 shares worth $42.7M. The position accounts for 3.04% of the portfolio, ranked #2.

Tradition Wealth Management first reported a position in SCHG in Q4 2020 and has held it in 22 quarters since. The position peaked at $56.5M in Q4 2023. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Tradition Wealth Management held 1,465,074 shares of Schwab US Large-Cap Growth ETF worth $42.7M as of Q1 2026.
  • Tradition Wealth Management sold 91,071 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.83M.
  • Schwab US Large-Cap Growth ETF made up 3.04% of Tradition Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Tradition Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $56.5M in Q4 2023.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.