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

WealthShield 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 		$14.9M Sell
512,233
-5,935
-1% -$184K 1.66% 8
2025
Q4 		$16.9M Sell
518,168
-27,700
-5% -$901K 1.86% 8
2025
Q3 		$17.4M Sell
545,868
-34,787
-6% -$1.06M 1.98% 7
2025
Q2 		$17M Sell
580,655
-624
-0.1% -$16.5K 2.05% 3
2025
Q1 		$14.6M Buy
581,279
+9,782
+2% +$268K 1.87% 5
2024
Q4 		$15.9M Sell
571,497
-25,419
-4% -$695K 2.26% 3
2024
Q3 		$15.5M Sell
596,916
-34,116
-5% -$859K 2.11% 3
2024
Q2 		$15.9M Sell
631,032
-6,452
-1% -$152K 2.43% 3
2024
Q1 		$14.8M Sell
637,484
-70,864
-10% -$1.57M 2.39% 3
2023
Q4 		$14.7M Buy
708,348
+30,452
+4% +$589K 2.42% 4
2023
Q3 		$12.3M Sell
677,896
-69,044
-9% -$1.3M 1.86% 7
2023
Q2 		$14M Buy
746,940
+21,508
+3% +$369K 2.11% 6
2023
Q1 		$11.8M Buy
725,432
+22,724
+3% +$345K 1.9% 6
2022
Q4 		$9.76M Buy
702,708
+48,688
+7% +$700K 1.87% 8
2022
Q3 		$9.13M Sell
654,020
-10,212
-2% -$160K 1.81% 8
2022
Q2 		$9.63M Buy
664,232
+40,636
+7% +$650K 1.91% 8
2022
Q1 		$11.7M Buy
+623,596
New +$11.4M 1.87% 7
2021
Q3 		– Sell
-1,792
Closed -$33K – 638
2021
Q2 		$33K Buy
1,792
+240
+15% +$4.15K 0.01% 564
2021
Q1 		$25K Buy
+1,552
New +$25.3K ﹤0.01% 613

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

WealthShield Partners's SCHG Position: Q1 2026 in Review

WealthShield Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q1 2026, selling an estimated $184K and leaving 512,233 shares worth $14.9M. The position accounts for 1.66% of the portfolio, ranked #8.

WealthShield Partners first reported a position in SCHG in Q1 2021 and has held it in 19 quarters since. The position peaked at $17.4M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • WealthShield Partners held 512,233 shares of Schwab US Large-Cap Growth ETF worth $14.9M as of Q1 2026.
  • WealthShield Partners sold 5,935 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $184K.
  • Schwab US Large-Cap Growth ETF made up 1.66% of WealthShield Partners's portfolio in Q1 2026, its #8 holding.
  • WealthShield Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • WealthShield Partners's Schwab US Large-Cap Growth ETF position peaked at $17.4M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.