Wealth Dimensions Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wealth Dimensions Group’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	$314K	Buy	+10,777	New	+$335K	0.06%	136

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

Wealth Dimensions Group's SCHG Position: Q1 2026 in Review

Wealth Dimensions Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 10,777 shares worth $314K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings.

1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Wealth Dimensions Group held 10,777 shares of Schwab US Large-Cap Growth ETF worth $314K as of Q1 2026.
Schwab US Large-Cap Growth ETF was a new Wealth Dimensions Group position in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.06% of Wealth Dimensions Group's portfolio in Q1 2026, its #136 holding.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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