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

Wealthfront Advisers’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 		$4.98M Buy
171,043
+12,760
+8% +$397K 0.01% 422
2025
Q4 		$5.16M Buy
158,283
+23,086
+17% +$751K 0.01% 398
2025
Q3 		$4.31M Buy
135,197
+28,347
+27% +$864K 0.01% 420
2025
Q2 		$3.12M Buy
106,850
+6,692
+7% +$177K 0.01% 470
2025
Q1 		$2.51M Buy
100,158
+56,323
+128% +$1.54M 0.01% 482
2024
Q4 		$1.22M Buy
43,835
+22,323
+104% +$610K ﹤0.01% 625
2024
Q3 		$560K Buy
21,512
+13,084
+155% +$329K ﹤0.01% 747
2024
Q2 		$212K Buy
+8,428
New +$199K ﹤0.01% 843

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

Wealthfront Advisers's SCHG Position: Q1 2026 in Review

Wealthfront Advisers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.1% in Q1 2026, buying an estimated $397K and bringing the position to 171,043 shares worth $4.98M. The position accounts for 0.01% of the portfolio, ranked #422.

Wealthfront Advisers first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.16M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Wealthfront Advisers held 171,043 shares of Schwab US Large-Cap Growth ETF worth $4.98M as of Q1 2026.
  • Wealthfront Advisers bought 12,760 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $397K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #422 holding.
  • Wealthfront Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Wealthfront Advisers's Schwab US Large-Cap Growth ETF position peaked at $5.16M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.