Valley Wealth Managers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Valley Wealth Managers’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	$8.86K	Hold	304	–	–	﹤0.01%	279
2025 Q4	$9.92K	Sell	304 -600	-66%	-$19.5K	﹤0.01%	287
2025 Q3	$28.8K	Hold	904	–	–	﹤0.01%	231
2025 Q2	$26.4K	Hold	904	–	–	﹤0.01%	221
2025 Q1	$22.6K	Hold	904	–	–	﹤0.01%	241
2024 Q4	$25.2K	Hold	904	–	–	﹤0.01%	250
2024 Q3	$23.5K	Hold	904	–	–	﹤0.01%	261
2024 Q2	$22.8K	Hold	904	–	–	﹤0.01%	255
2024 Q1	$21K	Hold	904	–	–	﹤0.01%	241
2023 Q4	$18.7K	Sell	904 -4	-0.4%	-$77	﹤0.01%	253
2023 Q3	$16.5K	Buy	908 +4	+0.4%	+$75	﹤0.01%	267
2023 Q2	$16.9K	Hold	904	–	–	﹤0.01%	254
2023 Q1	$14.7K	Sell	904 -1,800	-67%	-$27.3K	﹤0.01%	270
2022 Q4	$37.6K	Hold	2,704	–	–	﹤0.01%	242
2022 Q3	$38K	Hold	2,704	–	–	﹤0.01%	258
2022 Q2	$39K	Buy	+2,704	New	+$43.2K	﹤0.01%	264

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

Valley Wealth Managers's SCHG Position: Q1 2026 in Review

Valley Wealth Managers held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 304 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Valley Wealth Managers first reported a position in SCHG in Q2 2022 and has held it in 16 quarters since. The position peaked at $39K in Q2 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Valley Wealth Managers held 304 shares of Schwab US Large-Cap Growth ETF worth $8.86K as of Q1 2026.
Valley Wealth Managers left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #279 holding.
Valley Wealth Managers first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's Schwab US Large-Cap Growth ETF position peaked at $39K in Q2 2022.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.