Edmond de Rothschild Holding’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Edmond de Rothschild Holding’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	–	Sell	-816	Closed	-$26.6K	–	581
2025 Q4	$26.6K	Hold	816	–	–	﹤0.01%	497
2025 Q3	$26K	Hold	816	–	–	﹤0.01%	502
2025 Q2	$23.8K	Hold	816	–	–	﹤0.01%	497
2025 Q1	$20.4K	Hold	816	–	–	﹤0.01%	512
2024 Q4	$22.7K	Hold	816	–	–	﹤0.01%	543
2024 Q3	$21.3K	Sell	816 -976	-54%	-$24.6K	﹤0.01%	579
2024 Q2	$45.2K	Buy	1,792 +976	+120%	+$23K	﹤0.01%	563
2024 Q1	$18.9K	Sell	816 -880	-52%	-$19.5K	﹤0.01%	622
2023 Q4	$35.2K	Buy	+1,696	New	+$32.8K	﹤0.01%	600

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

Edmond de Rothschild Holding's SCHG Position: Q1 2026 in Review

Edmond de Rothschild Holding sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 816 shares — an estimated $26.6K sold.

Edmond de Rothschild Holding first reported a position in SCHG in Q4 2023 and held it in 9 quarters. The position peaked at $45.2K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Edmond de Rothschild Holding reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 816 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $26.6K.
Edmond de Rothschild Holding first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 9 quarters.
Edmond de Rothschild Holding's Schwab US Large-Cap Growth ETF position peaked at $45.2K in Q2 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.