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

Wealth Effects’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 		$388K Hold
13,318
– – 0.14% 136
2025
Q4 		$434K Buy
13,318
+110
+0.8% +$3.58K 0.14% 119
2025
Q3 		$421K Buy
13,208
+120
+0.9% +$3.66K 0.14% 123
2025
Q2 		$382K Sell
13,088
-1,140
-8% -$30.1K 0.14% 119
2025
Q1 		$356K Sell
14,228
-100
-0.7% -$2.74K 0.15% 124
2024
Q4 		$399K Buy
14,328
+1,300
+10% +$35.6K 0.14% 130
2024
Q3 		$339K Buy
13,028
+900
+7% +$22.6K 0.12% 147
2024
Q2 		$306K Buy
12,128
+2,716
+29% +$64.1K 0.11% 147
2024
Q1 		$218K Buy
+9,412
New +$208K 0.08% 188

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

Wealth Effects's SCHG Position: Q1 2026 in Review

Wealth Effects held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 13,318 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #136.

Wealth Effects first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $434K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Wealth Effects held 13,318 shares of Schwab US Large-Cap Growth ETF worth $388K as of Q1 2026.
  • Wealth Effects left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Wealth Effects's portfolio in Q1 2026, its #136 holding.
  • Wealth Effects first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Wealth Effects's Schwab US Large-Cap Growth ETF position peaked at $434K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.