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

WealthCollab’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	$76.3K	Hold	2,621	–	–	0.03%	158
2025 Q4	$85.5K	Buy	2,621 +1,621	+162%	+$52.7K	0.04%	151
2025 Q3	$31.9K	Hold	1,000	–	–	0.01%	270
2025 Q2	$29.2K	Hold	1,000	–	–	0.02%	269
2025 Q1	$25K	Hold	1,000	–	–	0.02%	277
2024 Q4	$27.9K	Hold	1,000	–	–	0.02%	251
2024 Q3	$26K	Hold	1,000	–	–	0.02%	267
2024 Q2	$25.2K	Hold	1,000	–	–	0.02%	255
2024 Q1	$23.2K	Hold	1,000	–	–	0.02%	277
2023 Q4	$20.7K	Buy	+1,000	New	+$19.3K	0.02%	269

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

WealthCollab's SCHG Position: Q1 2026 in Review

WealthCollab held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 2,621 shares worth $76.3K. The position accounts for 0.03% of the portfolio, ranked #158.

WealthCollab first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $85.5K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

WealthCollab held 2,621 shares of Schwab US Large-Cap Growth ETF worth $76.3K as of Q1 2026.
WealthCollab left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of WealthCollab's portfolio in Q1 2026, its #158 holding.
WealthCollab first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Schwab US Large-Cap Growth ETF position peaked at $85.5K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.