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

Triad 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 		$491K Sell
16,864
-7,855
-32% -$244K 0.04% 278
2025
Q4 		$806K Buy
24,719
+17,800
+257% +$579K 0.08% 182
2025
Q3 		$221K Buy
+6,919
New +$211K 0.03% 350
2024
Q3 		– Sell
-4,020
Closed -$101K – 736
2024
Q2 		$101K Buy
+4,020
New +$94.8K 0.05% 152

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

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

Triad Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 32% in Q1 2026, selling an estimated $244K and leaving 16,864 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #278.

Triad Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 4 quarters since. The position peaked at $806K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Triad Wealth Partners held 16,864 shares of Schwab US Large-Cap Growth ETF worth $491K as of Q1 2026.
  • Triad Wealth Partners sold 7,855 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $244K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #278 holding.
  • Triad Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $806K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.