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GS Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GS Investments’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 		$828K Sell
28,427
-784
-3% -$24.4K 0.47% 57
2025
Q4 		$953K Buy
29,211
+50
+0.2% +$1.63K 0.52% 52
2025
Q3 		$931K Buy
29,161
+5,100
+21% +$155K 0.46% 55
2025
Q2 		$703K Sell
24,061
-5,520
-19% -$146K 0.31% 60
2025
Q1 		$741K Sell
29,581
-1,605
-5% -$44K 0.35% 58
2024
Q4 		$869K Sell
31,186
-362
-1% -$9.9K 0.39% 58
2024
Q3 		$822K Sell
31,548
-2,960
-9% -$74.5K 0.37% 59
2024
Q2 		$870K Sell
34,508
-2,976
-8% -$70.2K 0.41% 58
2024
Q1 		$869K Buy
37,484
+300
+0.8% +$6.63K 0.42% 59
2023
Q4 		$771K Buy
37,184
+25,292
+213% +$489K 0.4% 58
2023
Q3 		$216K Sell
11,892
-76
-0.6% -$1.43K 0.12% 77
2023
Q2 		$224K Buy
11,968
+11,248
+1,562% +$193K 0.12% 77
2023
Q1 		$11.7K Buy
720
+120
+20% +$1.82K 0.01% 104
2022
Q4 		$8.33K Buy
+600
New +$8.63K 0.01% 117

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

GS Investments's SCHG Position: Q1 2026 in Review

GS Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q1 2026, selling an estimated $24.4K and leaving 28,427 shares worth $828K. The position accounts for 0.47% of the portfolio, ranked #57.

GS Investments first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $953K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • GS Investments held 28,427 shares of Schwab US Large-Cap Growth ETF worth $828K as of Q1 2026.
  • GS Investments sold 784 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $24.4K.
  • Schwab US Large-Cap Growth ETF made up 0.47% of GS Investments's portfolio in Q1 2026, its #57 holding.
  • GS Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • GS Investments's Schwab US Large-Cap Growth ETF position peaked at $953K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on GS Investments's 13F filing for Q1 2026, filed 6 May 2026.