D'Orazio & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

D'Orazio & Associates’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	$482K	Sell	16,556 -1,866	-10%	-$58K	0.06%	120
2025 Q4	$601K	Buy	18,422 +645	+4%	+$21K	0.08%	103
2025 Q3	$567K	Hold	17,777	–	–	0.07%	99
2025 Q2	$519K	Buy	+17,777	New	+$470K	0.07%	103
2016 Q3	–	Sell	-808	Closed	–	–	301
2016 Q2	$0	Buy	+808	New	+$5.31K	﹤0.01%	320
2016 Q1	–	Sell	-808	Closed	-$5K	–	316
2015 Q4	$5K	Buy	+808	New	+$5.39K	﹤0.01%	215

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

D'Orazio & Associates's SCHG Position: Q1 2026 in Review

D'Orazio & Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q1 2026, selling an estimated $58K and leaving 16,556 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #120.

D'Orazio & Associates first reported a position in SCHG in Q4 2015 and has held it in 6 quarters since. The position peaked at $601K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

D'Orazio & Associates held 16,556 shares of Schwab US Large-Cap Growth ETF worth $482K as of Q1 2026.
D'Orazio & Associates sold 1,866 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $58K.
Schwab US Large-Cap Growth ETF made up 0.06% of D'Orazio & Associates's portfolio in Q1 2026, its #120 holding.
D'Orazio & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and has held it in 6 quarters since.
D'Orazio & Associates's Schwab US Large-Cap Growth ETF position peaked at $601K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.