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Wealthspire Advisors (New York)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wealthspire Advisors (New York)’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 		$3.69M Sell
126,750
-9,812
-7% -$305K 0.03% 195
2025
Q4 		$4.45M Sell
136,562
-60,946
-31% -$1.98M 0.04% 174
2025
Q3 		$6.3M Buy
197,508
+3,812
+2% +$116K 0.03% 144
2025
Q2 		$5.66M Buy
193,696
+6,064
+3% +$160K 0.03% 153
2025
Q1 		$4.7M Buy
187,632
+94,782
+102% +$2.6M 0.03% 166
2024
Q4 		$2.59M Buy
92,850
+4,518
+5% +$124K 0.03% 214
2024
Q3 		$2.3M Buy
88,332
+57,440
+186% +$1.45M 0.02% 229
2024
Q2 		$779K Buy
30,892
+1,216
+4% +$28.7K 0.01% 353
2024
Q1 		$688K Sell
29,676
-13,796
-32% -$305K 0.01% 368
2023
Q4 		$902K Buy
43,472
+11,760
+37% +$227K 0.01% 329
2023
Q3 		$577K Buy
31,712
+860
+3% +$16.2K 0.01% 367
2023
Q2 		$578K Buy
30,852
+12
+0% +$206 0.01% 337
2023
Q1 		$502K Buy
30,840
+12
+0% +$182 0.01% 357
2022
Q4 		$428K Sell
30,828
-12
-0% -$173 0.01% 394
2022
Q3 		$430K Buy
30,840
+12
+0% +$188 0.01% 363
2022
Q2 		$447K Buy
30,828
+15,208
+97% +$243K 0.01% 333
2022
Q1 		$292K Sell
15,620
-1,132
-7% -$20.6K 0.01% 352
2021
Q4 		$343K Sell
16,752
-13,656
-45% -$273K 0.01% 395
2021
Q3 		$563K Buy
30,408
+14,280
+89% +$272K 0.01% 336
2021
Q2 		$294K Sell
16,128
-112
-0.7% -$1.94K 0.01% 297
2021
Q1 		$263K Buy
16,240
+96
+0.6% +$1.56K 0.01% 594
2020
Q4 		$259K Buy
+16,144
New +$245K 0.01% 483
2020
Q2 		– Sell
-32,256
Closed -$321K – 483
2020
Q1 		$321K Buy
+32,256
New +$368K 0.01% 368

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

Wealthspire Advisors (New York)'s SCHG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.2% in Q1 2026, selling an estimated $305K and leaving 126,750 shares worth $3.69M. The position accounts for 0.03% of the portfolio, ranked #195.

Wealthspire Advisors (New York) first reported a position in SCHG in Q1 2020 and has held it in 23 quarters since. The position peaked at $6.3M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Wealthspire Advisors (New York) held 126,750 shares of Schwab US Large-Cap Growth ETF worth $3.69M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 9,812 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $305K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #195 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Schwab US Large-Cap Growth ETF position peaked at $6.3M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.