Wayfinding Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wayfinding Financial’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	–	Sell	-8,408	Closed	-$274K	–	167
2025 Q4	$274K	Hold	8,408	–	–	0.12%	117
2025 Q3	$268K	Hold	8,408	–	–	0.12%	116
2025 Q2	$253K	Hold	8,408	–	–	0.11%	119
2025 Q1	$210K	Hold	8,408	–	–	0.09%	137
2024 Q4	$234K	Buy	+8,408	New	+$230K	0.13%	118
2024 Q3	–	Sell	-8,408	Closed	-$212K	–	111
2024 Q2	$212K	Buy	+8,408	New	+$198K	0.12%	119
2023 Q4	–	Sell	-12,240	Closed	-$224K	–	122
2023 Q3	$224K	Hold	12,240	–	–	0.17%	102
2023 Q2	$236K	Buy	+12,240	New	+$210K	0.16%	102
2023 Q1	–	Sell	-15,568	Closed	-$541K	–	122
2022 Q4	$541K	Sell	15,568 -4,076	-21%	-$58.6K	0.43%	43
2022 Q3	$274K	Buy	+19,644	New	+$308K	0.26%	61
2022 Q1	–	Sell	-31,136	Closed	-$541K	–	84
2021 Q4	$541K	Buy	+31,136	New	+$622K	0.43%	43

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

Wayfinding Financial's SCHG Position: Q1 2026 in Review

Wayfinding Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 8,408 shares — an estimated $274K sold.

Wayfinding Financial first reported a position in SCHG in Q4 2021 and held it in 11 quarters. The position peaked at $541K in Q4 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Wayfinding Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Wayfinding Financial sold 8,408 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $274K.
Wayfinding Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 11 quarters.
Wayfinding Financial's Schwab US Large-Cap Growth ETF position peaked at $541K in Q4 2022.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.