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Walkner Condon Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Walkner Condon Financial 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 		$272K Buy
9,324
+219
+2% +$6.81K 0.04% 264
2025
Q4 		$297K Buy
9,105
+91
+1% +$2.96K 0.04% 245
2025
Q3 		$288K Hold
9,014
– – 0.05% 240
2025
Q2 		$263K Buy
9,014
+22
+0.2% +$582 0.05% 234
2025
Q1 		$225K Sell
8,992
-3
-0% -$82 0.05% 249
2024
Q4 		$251K Sell
8,995
-5
-0.1% -$137 0.05% 241
2024
Q3 		$234K Buy
9,000
+164
+2% +$4.13K 0.05% 247
2024
Q2 		$223K Sell
8,836
-700
-7% -$16.5K 0.05% 236
2024
Q1 		$221K Sell
9,536
-568
-6% -$12.6K 0.05% 251
2023
Q4 		$210K Sell
10,104
-3,776
-27% -$73K 0.05% 255
2023
Q3 		$252K Sell
13,880
-336
-2% -$6.33K 0.07% 213
2023
Q2 		$266K Sell
14,216
-1,988
-12% -$34.1K 0.07% 198
2023
Q1 		$264K Buy
16,204
+876
+6% +$13.3K 0.07% 189
2022
Q4 		$213K Buy
+15,328
New +$220K 0.06% 219

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

Walkner Condon Financial Advisors's SCHG Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q1 2026, buying an estimated $6.81K and bringing the position to 9,324 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #264.

Walkner Condon Financial Advisors first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $297K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Walkner Condon Financial Advisors held 9,324 shares of Schwab US Large-Cap Growth ETF worth $272K as of Q1 2026.
  • Walkner Condon Financial Advisors bought 219 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $6.81K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #264 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Walkner Condon Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $297K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.