Ingalls & Snyder LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ingalls & Snyder LLC’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	$207K	Hold	7,100	–	–	0.01%	434
2025 Q4	$232K	Hold	7,100	–	–	0.01%	422
2025 Q3	$227K	Hold	7,100	–	–	0.01%	437
2025 Q2	$207K	Buy	+7,100	New	+$188K	0.01%	424
2022 Q1	–	Sell	-10,752	Closed	-$220K	–	481
2021 Q4	$220K	Sell	10,752 -800	-7%	-$16K	0.01%	433
2021 Q3	$214K	Hold	11,552	–	–	0.01%	427
2021 Q2	$211K	Buy	+11,552	New	+$200K	0.01%	435
2021 Q1	–	Sell	-12,752	Closed	-$205K	–	451
2020 Q4	$205K	Buy	+12,752	New	+$193K	0.01%	402

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ingalls & Snyder LLC's SCHG Position: Q1 2026 in Review

Ingalls & Snyder LLC held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 7,100 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #434.

Ingalls & Snyder LLC first reported a position in SCHG in Q4 2020 and has held it in 8 quarters since. The position peaked at $232K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Ingalls & Snyder LLC held 7,100 shares of Schwab US Large-Cap Growth ETF worth $207K as of Q1 2026.
Ingalls & Snyder LLC left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #434 holding.
Ingalls & Snyder LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
Ingalls & Snyder LLC's Schwab US Large-Cap Growth ETF position peaked at $232K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.