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WBH Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WBH Advisory’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 		$21.8M Sell
742,117
-88,208
-11% -$2.74M 1.63% 13
2025
Q4 		$27.1M Buy
830,325
+25,596
+3% +$832K 2.01% 8
2025
Q3 		$25.7M Buy
804,729
+74,480
+10% +$2.27M 1.96% 9
2025
Q2 		$21.3M Buy
730,249
+57,999
+9% +$1.53M 1.82% 10
2025
Q1 		$16.8M Buy
672,250
+14,739
+2% +$404K 1.57% 16
2024
Q4 		$18.3M Sell
657,511
-63,005
-9% -$1.72M 1.7% 16
2024
Q3 		$18.8M Sell
720,516
-11,560
-2% -$291K 1.78% 13
2024
Q2 		$18.5M Sell
732,076
-66,752
-8% -$1.57M 1.87% 13
2024
Q1 		$18.5M Sell
798,828
-118,592
-13% -$2.62M 1.91% 12
2023
Q4 		$19M Buy
917,420
+12,244
+1% +$237K 2.12% 10
2023
Q3 		$16.5M Sell
905,176
-99,064
-10% -$1.86M 2.02% 8
2023
Q2 		$18.8M Buy
1,004,240
+137,644
+16% +$2.36M 2.23% 6
2023
Q1 		$14.1M Buy
+866,596
New +$13.2M 1.76% 9
2022
Q3 		$14.2M Buy
1,019,004
+181,492
+22% +$2.84M 2.05% 6
2022
Q2 		$12.6M Buy
837,512
+184,508
+28% +$2.95M 1.68% 10
2022
Q1 		$11.1M Buy
653,004
+29,044
+5% +$530K 1.36% 16
2021
Q4 		$12.8M Buy
+623,960
New +$12.5M 1.46% 19

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

WBH Advisory's SCHG Position: Q1 2026 in Review

WBH Advisory reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q1 2026, selling an estimated $2.74M and leaving 742,117 shares worth $21.8M. The position accounts for 1.63% of the portfolio, ranked #13.

WBH Advisory first reported a position in SCHG in Q4 2021 and has held it in 17 quarters since. The position peaked at $27.1M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • WBH Advisory held 742,117 shares of Schwab US Large-Cap Growth ETF worth $21.8M as of Q1 2026.
  • WBH Advisory sold 88,208 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.74M.
  • Schwab US Large-Cap Growth ETF made up 1.63% of WBH Advisory's portfolio in Q1 2026, its #13 holding.
  • WBH Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • WBH Advisory's Schwab US Large-Cap Growth ETF position peaked at $27.1M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.