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

WCG 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 		$1.22M Sell
41,952
-15,406
-27% -$479K 0.03% 345
2025
Q4 		$1.87M Buy
57,358
+7,343
+15% +$239K 0.05% 268
2025
Q3 		$1.6M Buy
50,015
+2,314
+5% +$70.5K 0.1% 174
2025
Q2 		$1.39M Buy
47,701
+4,791
+11% +$127K 0.09% 189
2025
Q1 		$1.07M Buy
42,910
+607
+1% +$16.6K 0.08% 191
2024
Q4 		$1.18M Sell
42,303
-6,513
-13% -$178K 0.08% 196
2024
Q3 		$1.27M Buy
+48,816
New +$1.23M 0.09% 200

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

WCG Wealth Advisors's SCHG Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 27% in Q1 2026, selling an estimated $479K and leaving 41,952 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #345.

WCG Wealth Advisors first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • WCG Wealth Advisors held 41,952 shares of Schwab US Large-Cap Growth ETF worth $1.22M as of Q1 2026.
  • WCG Wealth Advisors sold 15,406 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $479K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #345 holding.
  • WCG Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • WCG Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.87M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.