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

Wealthspan 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 		$1.02M Buy
35,123
+2,840
+9% +$88.3K 0.36% 51
2025
Q4 		$1.05M Sell
32,283
-3,096
-9% -$101K 0.38% 47
2025
Q3 		$1.13M Sell
35,379
-232
-0.7% -$7.07K 0.43% 42
2025
Q2 		$1.04M Buy
35,611
+20,573
+137% +$544K 0.43% 42
2025
Q1 		$377K Sell
15,038
-2,615
-15% -$71.6K 0.17% 78
2024
Q4 		$492K Buy
17,653
+1,433
+9% +$39.2K 0.24% 68
2024
Q3 		$422K Sell
16,220
-2,100
-11% -$52.8K 0.21% 73
2024
Q2 		$462K Buy
18,320
+3,896
+27% +$91.9K 0.25% 62
2024
Q1 		$334K Buy
+14,424
New +$319K 0.2% 74

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

Wealthspan Partners's SCHG Position: Q1 2026 in Review

Wealthspan Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.8% in Q1 2026, buying an estimated $88.3K and bringing the position to 35,123 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #51.

Wealthspan Partners first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Wealthspan Partners held 35,123 shares of Schwab US Large-Cap Growth ETF worth $1.02M as of Q1 2026.
  • Wealthspan Partners bought 2,840 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $88.3K.
  • Schwab US Large-Cap Growth ETF made up 0.36% of Wealthspan Partners's portfolio in Q1 2026, its #51 holding.
  • Wealthspan Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Wealthspan Partners's Schwab US Large-Cap Growth ETF position peaked at $1.13M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.