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Wulff, Hansen & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wulff, Hansen & Co’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 		$423K Buy
14,515
+1,245
+9% +$38.7K 0.43% 67
2025
Q4 		$433K Buy
13,270
+95
+0.7% +$3.09K 0.36% 65
2025
Q3 		$420K Buy
13,175
+135
+1% +$4.11K 0.36% 69
2025
Q2 		$381K Buy
+13,040
New +$345K 0.33% 78

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

Wulff, Hansen & Co's SCHG Position: Q1 2026 in Review

Wulff, Hansen & Co increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.4% in Q1 2026, buying an estimated $38.7K and bringing the position to 14,515 shares worth $423K. The position accounts for 0.43% of the portfolio, ranked #67.

Wulff, Hansen & Co first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $433K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Wulff, Hansen & Co held 14,515 shares of Schwab US Large-Cap Growth ETF worth $423K as of Q1 2026.
  • Wulff, Hansen & Co bought 1,245 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $38.7K.
  • Schwab US Large-Cap Growth ETF made up 0.43% of Wulff, Hansen & Co's portfolio in Q1 2026, its #67 holding.
  • Wulff, Hansen & Co first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Wulff, Hansen & Co's Schwab US Large-Cap Growth ETF position peaked at $433K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Wulff, Hansen & Co's 13F filing for Q1 2026, filed 7 May 2026.