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U.S. Capital Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

U.S. Capital Wealth Advisors’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 		$7.89M Buy
271,021
+52,014
+24% +$1.62M 0.2% 121
2025
Q4 		$7.14M Sell
219,007
-31,917
-13% -$1.04M 0.19% 137
2025
Q3 		$8.01M Sell
250,924
-20,047
-7% -$611K 0.22% 120
2025
Q2 		$7.92M Buy
270,971
+36,138
+15% +$955K 0.23% 117
2025
Q1 		$5.88M Buy
234,833
+44,188
+23% +$1.21M 0.18% 141
2024
Q4 		$5.31M Buy
190,645
+101,701
+114% +$2.78M 0.16% 147
2024
Q3 		$2.32M Buy
88,944
+492
+0.6% +$12.4K 0.08% 225
2024
Q2 		$2.23M Sell
88,452
-664
-0.7% -$15.7K 0.08% 223
2024
Q1 		$2.07M Buy
89,116
+1,412
+2% +$31.2K 0.08% 223
2023
Q4 		$1.82M Sell
87,704
-772
-0.9% -$14.9K 0.07% 248
2023
Q3 		$1.61M Buy
88,476
+6,316
+8% +$119K 0.07% 237
2023
Q2 		$1.54M Buy
82,160
+11,640
+17% +$200K 0.07% 252
2023
Q1 		$1.15M Buy
70,520
+25,652
+57% +$389K 0.05% 280
2022
Q4 		$623K Buy
44,868
+14,284
+47% +$205K 0.03% 416
2022
Q3 		$427K Hold
30,584
– – 0.02% 470
2022
Q2 		$443K Sell
30,584
-4,536
-13% -$72.5K 0.02% 493
2022
Q1 		$657K Buy
35,120
+656
+2% +$12K 0.02% 460
2021
Q4 		$705K Buy
34,464
+1,912
+6% +$38.2K 0.03% 451
2021
Q3 		$603K Buy
+32,552
New +$620K 0.03% 478

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

U.S. Capital Wealth Advisors's SCHG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 24% in Q1 2026, buying an estimated $1.62M and bringing the position to 271,021 shares worth $7.89M. The position accounts for 0.2% of the portfolio, ranked #121.

U.S. Capital Wealth Advisors first reported a position in SCHG in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.01M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • U.S. Capital Wealth Advisors held 271,021 shares of Schwab US Large-Cap Growth ETF worth $7.89M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 52,014 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.62M.
  • Schwab US Large-Cap Growth ETF made up 0.2% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • U.S. Capital Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $8.01M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.