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

Vanguard 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 		$513K Sell
17,609
-479
-3% -$14.9K 0.47% 52
2025
Q4 		$590K Sell
18,088
-486
-3% -$15.8K 0.47% 42
2025
Q3 		$593K Sell
18,574
-1,220
-6% -$37.2K 0.47% 48
2025
Q2 		$578K Sell
19,794
-6,834
-26% -$181K 0.57% 43
2025
Q1 		$667K Buy
26,628
+11,775
+79% +$322K 0.82% 31
2024
Q4 		$414K Buy
14,853
+3,669
+33% +$100K 0.45% 51
2024
Q3 		$291K Buy
+11,184
New +$281K 0.31% 74
2019
Q4 		$130K Buy
+11,208
New +$124K 0.14% 130
2019
Q2 		– Sell
-25,760
Closed -$255K – 134
2019
Q1 		$255K Sell
25,760
-5,312
-17% -$50.2K 0.32% 90
2018
Q4 		$267K Buy
+31,072
New +$289K 0.4% 75
2018
Q1 		– Sell
-207,064
Closed -$1.65M – 129
2017
Q4 		$1.65M Buy
+207,064
New +$1.78M 2.07% 11

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

Vanguard Capital Wealth Advisors's SCHG Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q1 2026, selling an estimated $14.9K and leaving 17,609 shares worth $513K. The position accounts for 0.47% of the portfolio, ranked #52.

Vanguard Capital Wealth Advisors first reported a position in SCHG in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2017. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Vanguard Capital Wealth Advisors held 17,609 shares of Schwab US Large-Cap Growth ETF worth $513K as of Q1 2026.
  • Vanguard Capital Wealth Advisors sold 479 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $14.9K.
  • Schwab US Large-Cap Growth ETF made up 0.47% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 11 quarters since.
  • Vanguard Capital Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.65M in Q4 2017.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.