WFAG
SCHG icon

Wescott Financial Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wescott Financial Advisory Group’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 		$285K Buy
9,786
+118
+1% +$3.67K 0.03% 159
2025
Q4 		$315K Buy
+9,668
New +$314K 0.03% 157
2025
Q1 		– Sell
-20,043
Closed -$559K – 178
2024
Q4 		$559K Sell
20,043
-4,345
-18% -$119K 0.06% 107
2024
Q3 		$635K Sell
24,388
-3,280
-12% -$82.5K 0.07% 101
2024
Q2 		$698K Buy
27,668
+844
+3% +$19.9K 0.08% 96
2024
Q1 		$622K Buy
26,824
+808
+3% +$17.9K 0.08% 99
2023
Q4 		$540K Buy
26,016
+4
+0% +$77 0.08% 100
2023
Q3 		$473K Buy
26,012
+368
+1% +$6.93K 0.09% 100
2023
Q2 		$481K Sell
25,644
-1,964
-7% -$33.7K 0.08% 104
2023
Q1 		$450K Buy
27,608
+324
+1% +$4.92K 0.1% 99
2022
Q4 		$379K Buy
27,284
+8
+0% +$115 0.08% 107
2022
Q3 		$381K Buy
27,276
+1,516
+6% +$23.8K 0.11% 97
2022
Q2 		$373K Buy
25,760
+4
+0% +$64 0.1% 96
2022
Q1 		$482K Buy
+25,756
New +$470K 0.12% 84

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

Wescott Financial Advisory Group's SCHG Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q1 2026, buying an estimated $3.67K and bringing the position to 9,786 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #159.

Wescott Financial Advisory Group first reported a position in SCHG in Q1 2022 and has held it in 14 quarters since. The position peaked at $698K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Wescott Financial Advisory Group held 9,786 shares of Schwab US Large-Cap Growth ETF worth $285K as of Q1 2026.
  • Wescott Financial Advisory Group bought 118 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $3.67K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #159 holding.
  • Wescott Financial Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Wescott Financial Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $698K in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.