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

USAdvisors 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 		$17.5M Buy
624,511
+34,412
+6% +$1.07M 5.83% 3
2025
Q4 		$19.2M Buy
590,099
+35,501
+6% +$1.15M 6.34% 3
2025
Q3 		$17.7M Buy
554,598
+28,586
+5% +$871K 6.1% 3
2025
Q2 		$15.4M Buy
526,012
+24,374
+5% +$644K 5.71% 3
2025
Q1 		$12.6M Buy
501,638
+19,843
+4% +$543K 4.38% 4
2024
Q4 		$13.4M Buy
481,795
+21,639
+5% +$592K 4.36% 4
2024
Q3 		$11.9M Sell
460,156
-259,928
-36% -$6.54M 4.17% 4
2024
Q2 		$15.7M Buy
720,084
+327,060
+83% +$7.71M 5.54% 2
2024
Q1 		$9.13M Buy
393,024
+23,876
+6% +$528K 3.45% 3
2023
Q4 		$7.66M Buy
369,148
+352,728
+2,148% +$6.82M 3.18% 5
2023
Q3 		$298K Buy
+16,420
New +$309K 0.13% 91
2022
Q4 		– Sell
-42,128
Closed -$588K – 122
2022
Q3 		$588K Sell
42,128
-36
-0.1% -$564 0.3% 69
2022
Q2 		$611K Sell
42,164
-1,004
-2% -$16.1K 0.31% 69
2022
Q1 		$807K Sell
43,168
-10,576
-20% -$193K 0.34% 69
2021
Q4 		$1.1M Sell
53,744
-7,976
-13% -$159K 0.45% 53
2021
Q3 		$1.14M Buy
+61,720
New +$1.18M 0.49% 46
2021
Q2 		– Sell
-68,344
Closed -$1.11M – 111
2021
Q1 		$1.11M Sell
68,344
-767,720
-92% -$12.5M 0.54% 43
2020
Q4 		$13.4M Sell
836,064
-103,840
-11% -$1.57M 6.45% 1
2020
Q3 		$13.5K Sell
939,904
-13,680
-1% -$191K 2.1% 3
2020
Q2 		$12.1M Buy
953,584
+116,528
+14% +$1.36M 6.43% 2
2020
Q1 		$8.33M Buy
837,056
+51,720
+7% +$590K 5.15% 5
2019
Q4 		$9.16M Sell
785,336
-18,640
-2% -$205K 4.75% 8
2019
Q3 		$8.44M Sell
803,976
-496
-0.1% -$5.23K 4.36% 10
2019
Q2 		$8.37K Sell
804,472
-4,888
-0.6% -$49.7K 3.58% 11
2019
Q1 		$8.04M Buy
809,360
+15,032
+2% +$142K 5.71% 10
2018
Q4 		$6.84M Buy
794,328
+92,728
+13% +$864K 5.59% 9
2018
Q3 		$7.19M Buy
701,600
+3,032
+0.4% +$30.2K 5.15% 10
2018
Q2 		$6.62M Buy
698,568
+1,504
+0.2% +$14K 5.01% 8
2018
Q1 		$6.25M Buy
697,064
+27,992
+4% +$258K 4.96% 8
2017
Q4 		$5.91M Buy
+669,072
New +$5.75M 5.06% 9

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

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

USAdvisors Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.8% in Q1 2026, buying an estimated $1.07M and bringing the position to 624,511 shares worth $17.5M. The position accounts for 5.83% of the portfolio, ranked #3.

USAdvisors Wealth Management first reported a position in SCHG in Q4 2017 and has held it in 30 quarters since. The position peaked at $19.2M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • USAdvisors Wealth Management held 624,511 shares of Schwab US Large-Cap Growth ETF worth $17.5M as of Q1 2026.
  • USAdvisors Wealth Management bought 34,412 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.07M.
  • Schwab US Large-Cap Growth ETF made up 5.83% of USAdvisors Wealth Management's portfolio in Q1 2026, its #3 holding.
  • USAdvisors Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 30 quarters since.
  • USAdvisors Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $19.2M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.