WESPAC Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WESPAC Advisors’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	–	Sell	-87,684	Closed	-$2.86M	–	198
2025 Q4	$2.86M	Buy	87,684 +52,870	+152%	+$1.72M	1.55%	13
2025 Q3	$1.11M	Buy	+34,814	New	+$1.06M	0.65%	49
2025 Q2	–	Sell	-25,424	Closed	-$637K	–	192
2025 Q1	$637K	Sell	25,424 -40,746	-62%	-$1.12M	0.52%	84
2024 Q4	$1.84M	Buy	66,170 +39,794	+151%	+$1.09M	1.36%	12
2024 Q3	$687K	Sell	26,376 -29,064	-52%	-$731K	0.51%	69
2024 Q2	$1.4M	Buy	+55,440	New	+$1.31M	1.09%	24

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

WESPAC Advisors's SCHG Position: Q1 2026 in Review

WESPAC Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 87,684 shares — an estimated $2.86M sold.

WESPAC Advisors first reported a position in SCHG in Q2 2024 and held it in 6 quarters. The position peaked at $2.86M in Q4 2025. 1,622 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

WESPAC Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors sold 87,684 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.86M.
WESPAC Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 6 quarters.
WESPAC Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.86M in Q4 2025.
1,622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.