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Equitable Holdings’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Equitable Holdings’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
Q2 		$26.3M Buy
777,590
+50,794
+7% +$1.68M 0.16% 132
2026
Q1 		$23.7M Buy
726,796
+87,802
+14% +$2.73M 0.15% 131
2025
Q4 		$20.8M Buy
638,994
+96,985
+18% +$3.15M 0.14% 132
2025
Q3 		$17.3M Sell
542,009
-59,825
-10% -$1.82M 0.13% 143
2025
Q2 		$17.6M Sell
601,834
-56,755
-9% -$1.5M 0.14% 129
2025
Q1 		$16.5M Buy
658,589
+176,562
+37% +$4.84M 0.16% 121
2024
Q4 		$13.4M Buy
482,027
+45,291
+10% +$1.24M 0.13% 139
2024
Q3 		$11.4M Buy
436,736
+14,896
+4% +$375K 0.11% 157
2024
Q2 		$10.6M Buy
421,840
+30,508
+8% +$720K 0.11% 154
2024
Q1 		$9.07M Buy
391,332
+8,812
+2% +$195K 0.1% 159
2023
Q4 		$7.93M Buy
382,520
+17,724
+5% +$343K 0.1% 163
2023
Q3 		$6.63M Buy
364,796
+3,316
+0.9% +$62.4K 0.1% 163
2023
Q2 		$6.77M Buy
361,480
+45,268
+14% +$776K 0.1% 152
2023
Q1 		$5.15M Sell
316,212
-32,520
-9% -$494K 0.08% 173
2022
Q4 		$4.84M Buy
348,732
+42,400
+14% +$610K 0.08% 165
2022
Q3 		$4.27M Buy
306,332
+82,216
+37% +$1.29M 0.08% 167
2022
Q2 		$3.25M Buy
224,116
+62,756
+39% +$1M 0.06% 197
2022
Q1 		$3.02M Buy
161,360
+3,824
+2% +$69.7K 0.05% 220
2021
Q4 		$3.23M Sell
157,536
-16,000
-9% -$320K 0.05% 216
2021
Q3 		$3.21M Buy
173,536
+12,336
+8% +$235K 0.05% 201
2021
Q2 		$2.94M Buy
161,200
+4,952
+3% +$85.7K 0.05% 200
2021
Q1 		$2.54M Buy
156,248
+82,808
+113% +$1.35M 0.05% 210
2020
Q4 		$1.18M Buy
73,440
+32,240
+78% +$489K 0.03% 294
2020
Q3 		$593K Sell
41,200
-104,840
-72% -$1.46M 0.02% 387
2020
Q2 		$1.85M Buy
146,040
+10,520
+8% +$123K 0.05% 219
2020
Q1 		$1.35M Buy
135,520
+25,032
+23% +$286K 0.05% 220
2019
Q4 		$1.28M Buy
+110,488
New +$1.22M 0.04% 262

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Equitable Holdings's SCHG Position: Q2 2026 in Review

Equitable Holdings increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7% in Q2 2026, buying an estimated $1.68M and bringing the position to 777,590 shares worth $26.3M. The position accounts for 0.16% of the portfolio, ranked #132.

Equitable Holdings first reported a position in SCHG in Q4 2019 and has held it in 27 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Equitable Holdings held 777,590 shares of Schwab US Large-Cap Growth ETF worth $26.3M as of Q2 2026.
  • Equitable Holdings bought 50,794 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.68M.
  • Schwab US Large-Cap Growth ETF made up 0.16% of Equitable Holdings's portfolio in Q2 2026, its #132 holding.
  • Equitable Holdings first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.