Dahring Cusmano’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Dahring Cusmano’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	$13.4M	Sell	461,478 -73,504	-14%	-$2.28M	8.26%	3
2025 Q4	$17.5M	Buy	534,982 +20,127	+4%	+$655K	12.14%	2
2025 Q3	$16.4M	Buy	514,855 +15,938	+3%	+$486K	11.87%	2
2025 Q2	$14.6M	Buy	498,917 +17,742	+4%	+$469K	11.35%	2
2025 Q1	$12M	Buy	481,175 +21,235	+5%	+$582K	10.38%	2
2024 Q4	$12.8M	Buy	+459,940	New	+$12.6M	11.63%	1

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

Dahring Cusmano's SCHG Position: Q1 2026 in Review

Dahring Cusmano reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q1 2026, selling an estimated $2.28M and leaving 461,478 shares worth $13.4M. The position accounts for 8.26% of the portfolio, ranked #3.

Dahring Cusmano first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.5M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Dahring Cusmano held 461,478 shares of Schwab US Large-Cap Growth ETF worth $13.4M as of Q1 2026.
Dahring Cusmano sold 73,504 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.28M.
Schwab US Large-Cap Growth ETF made up 8.26% of Dahring Cusmano's portfolio in Q1 2026, its #3 holding.
Dahring Cusmano first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Dahring Cusmano's Schwab US Large-Cap Growth ETF position peaked at $17.5M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Dahring Cusmano's 13F filing for Q1 2026, filed 5 May 2026.