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

Wedbush Securities’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 		$971K Sell
33,331
-1,408
-4% -$43.8K 0.03% 462
2025
Q4 		$1.13M Buy
34,739
+8,599
+33% +$280K 0.03% 409
2025
Q3 		$834K Buy
26,140
+12,490
+92% +$381K 0.03% 483
2025
Q2 		$399K Buy
13,650
+5,170
+61% +$137K 0.01% 714
2025
Q1 		$212K Sell
8,480
-704
-8% -$19.3K 0.01% 984
2024
Q4 		$256K Buy
9,184
+424
+5% +$11.6K 0.01% 902
2024
Q3 		$228K Sell
8,760
-1,040
-11% -$26.2K 0.01% 938
2024
Q2 		$247K Sell
9,800
-140
-1% -$3.3K 0.01% 968
2024
Q1 		$230K Sell
9,940
-1,060
-10% -$23.4K 0.01% 1019
2023
Q4 		$228K Buy
+11,000
New +$213K 0.01% 895
2023
Q3 		– Sell
-11,264
Closed -$211K – 1096
2023
Q2 		$211K Buy
+11,264
New +$193K 0.01% 910
2022
Q1 		– Sell
-10,592
Closed -$217K – 1192
2021
Q4 		$217K Buy
+10,592
New +$212K 0.01% 1029
2021
Q2 		– Sell
-14,352
Closed -$233K – 1186
2021
Q1 		$233K Buy
14,352
+1,648
+13% +$26.8K 0.01% 927
2020
Q4 		$204K Buy
+12,704
New +$193K 0.02% 784

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

Wedbush Securities's SCHG Position: Q1 2026 in Review

Wedbush Securities reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.1% in Q1 2026, selling an estimated $43.8K and leaving 33,331 shares worth $971K. The position accounts for 0.03% of the portfolio, ranked #462.

Wedbush Securities first reported a position in SCHG in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Wedbush Securities held 33,331 shares of Schwab US Large-Cap Growth ETF worth $971K as of Q1 2026.
  • Wedbush Securities sold 1,408 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $43.8K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #462 holding.
  • Wedbush Securities first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • Wedbush Securities's Schwab US Large-Cap Growth ETF position peaked at $1.13M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.