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Gotham Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gotham Asset Management’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 		$233K Sell
8,000
-8,000
-50% -$249K ﹤0.01% 1658
2025
Q4 		$522K Hold
16,000
– – ﹤0.01% 1424
2025
Q3 		$511K Hold
16,000
– – ﹤0.01% 1376
2025
Q2 		$467K Buy
+16,000
New +$423K ﹤0.01% 1340

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

Gotham Asset Management's SCHG Position: Q1 2026 in Review

Gotham Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 50% in Q1 2026, selling an estimated $249K and leaving 8,000 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Gotham Asset Management first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $522K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Gotham Asset Management held 8,000 shares of Schwab US Large-Cap Growth ETF worth $233K as of Q1 2026.
  • Gotham Asset Management sold 8,000 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $249K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1658 holding.
  • Gotham Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Gotham Asset Management's Schwab US Large-Cap Growth ETF position peaked at $522K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.