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Fortress Private Ledger’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fortress Private Ledger’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 		$2.72M Buy
93,371
+12,286
+15% +$382K 0.85% 22
2025
Q4 		$2.64M Buy
81,085
+2,385
+3% +$77.6K 0.87% 19
2025
Q3 		$2.51M Buy
78,700
+856
+1% +$26.1K 0.92% 18
2025
Q2 		$2.27M Buy
77,844
+3,748
+5% +$99.1K 1.03% 16
2025
Q1 		$1.86M Buy
74,096
+2,635
+4% +$72.2K 1.04% 17
2024
Q4 		$1.99M Buy
+71,461
New +$1.95M 1.22% 14

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

Fortress Private Ledger's SCHG Position: Q1 2026 in Review

Fortress Private Ledger increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q1 2026, buying an estimated $382K and bringing the position to 93,371 shares worth $2.72M. The position accounts for 0.85% of the portfolio, ranked #22.

Fortress Private Ledger first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Fortress Private Ledger held 93,371 shares of Schwab US Large-Cap Growth ETF worth $2.72M as of Q1 2026.
  • Fortress Private Ledger bought 12,286 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $382K.
  • Schwab US Large-Cap Growth ETF made up 0.85% of Fortress Private Ledger's portfolio in Q1 2026, its #22 holding.
  • Fortress Private Ledger first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.