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Hall Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hall Capital 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 		$468K Hold
14,206
– – 0.17% 71
2025
Q4 		$463K Hold
14,206
– – 0.18% 65
2025
Q3 		$453K Hold
14,206
– – 0.18% 67
2025
Q2 		$415K Sell
14,206
-2,360
-14% -$62.4K 0.18% 67
2025
Q1 		$415K Hold
16,566
– – 0.19% 63
2024
Q4 		$462K Buy
+16,566
New +$453K 0.22% 63

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

Hall Capital Management's SCHG Position: Q1 2026 in Review

Hall Capital Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 14,206 shares worth $468K. The position accounts for 0.17% of the portfolio, ranked #71.

Hall Capital Management 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.

  • Hall Capital Management held 14,206 shares of Schwab US Large-Cap Growth ETF worth $468K as of Q1 2026.
  • Hall Capital Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.17% of Hall Capital Management's portfolio in Q1 2026, its #71 holding.
  • Hall Capital Management 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 Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.