WealthCare Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WealthCare Investment Partners’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	$610K	Sell	20,635 -1,185	-5%	-$36.8K	0.17%	109
2025 Q4	$709K	Buy	21,820 +272	+1%	+$8.85K	0.21%	95
2025 Q3	$691K	Buy	21,548 +2,545	+13%	+$77.6K	0.22%	91
2025 Q2	$559K	Buy	19,003 +36	+0.2%	+$952	0.2%	97
2025 Q1	$437K	Buy	18,967 +630	+3%	+$17.3K	0.19%	103
2024 Q4	$511K	Sell	18,337 -123	-0.7%	-$3.36K	0.22%	90
2024 Q3	$475K	Sell	18,460 -1,076	-6%	-$27.1K	0.21%	91
2024 Q2	$492K	Buy	19,536 +164	+0.8%	+$3.87K	0.23%	85
2024 Q1	$449K	Buy	19,372 +1,164	+6%	+$25.7K	0.22%	89
2023 Q4	$375K	Buy	18,208 +2,032	+13%	+$39.3K	0.2%	91
2023 Q3	$297K	Sell	16,176 -376	-2%	-$7.08K	0.18%	89
2023 Q2	$310K	Buy	16,552 +20	+0.1%	+$343	0.19%	86
2023 Q1	$269K	Buy	+16,532	New	+$251K	0.16%	103

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

WealthCare Investment Partners's SCHG Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.4% in Q1 2026, selling an estimated $36.8K and leaving 20,635 shares worth $610K. The position accounts for 0.17% of the portfolio, ranked #109.

WealthCare Investment Partners first reported a position in SCHG in Q1 2023 and has held it in 13 quarters since. The position peaked at $709K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

WealthCare Investment Partners held 20,635 shares of Schwab US Large-Cap Growth ETF worth $610K as of Q1 2026.
WealthCare Investment Partners sold 1,185 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $36.8K.
Schwab US Large-Cap Growth ETF made up 0.17% of WealthCare Investment Partners's portfolio in Q1 2026, its #109 holding.
WealthCare Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
WealthCare Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $709K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.