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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
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

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

Equitable Holdings's SCHG Position: Q1 2026 in Review

Equitable Holdings increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q1 2026, buying an estimated $2.73M and bringing the position to 726,796 shares worth $23.7M. The position accounts for 0.15% of the portfolio, ranked #131.

Equitable Holdings first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Equitable Holdings held 726,796 shares of Schwab US Large-Cap Growth ETF worth $23.7M as of Q1 2026.
  • Equitable Holdings bought 87,802 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.73M.
  • Schwab US Large-Cap Growth ETF made up 0.15% of Equitable Holdings's portfolio in Q1 2026, its #131 holding.
  • Equitable Holdings first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.