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Westside Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Westside Investment Management’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
-200
Closed -$6.52K – 1523
2025
Q4 		$6.52K Buy
+200
New +$6.5K ﹤0.01% 1193

Other funds holding SCHG

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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

Westside Investment Management's SCHG Position: Q1 2026 in Review

Westside Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 200 shares — an estimated $6.52K sold.

Westside Investment Management first reported a position in SCHG in Q4 2025 and held it in 1 quarter. The position peaked at $6.52K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Westside Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Westside Investment Management sold 200 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $6.52K.
  • Westside Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Westside Investment Management's Schwab US Large-Cap Growth ETF position peaked at $6.52K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.