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Brooklyn Investment Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brooklyn Investment 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 		$698K Buy
23,958
+11,296
+89% +$351K 0.02% 787
2025
Q4 		$417K Buy
+12,662
New +$412K 0.02% 793
2025
Q3 		– Sell
-5,753
Closed -$168K – 2300
2025
Q2 		$168K Buy
+5,753
New +$152K 0.02% 690

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

Brooklyn Investment Group's SCHG Position: Q1 2026 in Review

Brooklyn Investment Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 89% in Q1 2026, buying an estimated $351K and bringing the position to 23,958 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #787.

Brooklyn Investment Group first reported a position in SCHG in Q2 2025 and has held it in 3 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Brooklyn Investment Group held 23,958 shares of Schwab US Large-Cap Growth ETF worth $698K as of Q1 2026.
  • Brooklyn Investment Group bought 11,296 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $351K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #787 holding.
  • Brooklyn Investment Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.