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

WMG Financial 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	$458K	Buy	15,713 +323	+2%	+$10K	0.19%	51
2025 Q4	$502K	Sell	15,390 -2,082	-12%	-$67.7K	0.21%	60
2025 Q3	$558K	Sell	17,472 -8,907	-34%	-$271K	0.19%	82
2025 Q2	$771K	Buy	26,379 +2,443	+10%	+$64.6K	0.29%	54
2025 Q1	$599K	Buy	23,936 +3,672	+18%	+$101K	0.25%	62
2024 Q4	$565K	Buy	20,264 +492	+2%	+$13.5K	0.24%	65
2024 Q3	$515K	Buy	19,772 +800	+4%	+$20.1K	0.23%	66
2024 Q2	$478K	Sell	18,972 -2,236	-11%	-$52.7K	0.25%	62
2024 Q1	$492K	Buy	+21,208	New	+$469K	0.28%	62

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $11.8B AUM 9.48% 1-Year Est. Return

WMG Financial Advisors's SCHG Position: Q1 2026 in Review

WMG Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q1 2026, buying an estimated $10K and bringing the position to 15,713 shares worth $458K. The position accounts for 0.19% of the portfolio, ranked #51.

WMG Financial Advisors first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $771K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

WMG Financial Advisors held 15,713 shares of Schwab US Large-Cap Growth ETF worth $458K as of Q1 2026.
WMG Financial Advisors bought 323 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $10K.
Schwab US Large-Cap Growth ETF made up 0.19% of WMG Financial Advisors's portfolio in Q1 2026, its #51 holding.
WMG Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
WMG Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $771K in Q2 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.