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Jaffetilchin Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jaffetilchin Investment Partners’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 		$470K Buy
16,149
+1
+0% +$31 0.03% 278
2025
Q4 		$527K Sell
16,148
-552
-3% -$18K 0.03% 262
2025
Q3 		$533K Sell
16,700
-2,164
-11% -$66K 0.03% 270
2025
Q2 		$551K Sell
18,864
-694
-4% -$18.3K 0.04% 251
2025
Q1 		$490K Buy
+19,558
New +$536K 0.04% 248
2024
Q4 		– Sell
-252
Closed -$6.58K – 1123
2024
Q3 		$6.58K Buy
+252
New +$6.34K ﹤0.01% 981

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Jaffetilchin Investment Partners's SCHG Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q1 2026, buying an estimated $31 and bringing the position to 16,149 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #278.

Jaffetilchin Investment Partners first reported a position in SCHG in Q3 2024 and has held it in 6 quarters since. The position peaked at $551K in Q2 2025. 1,617 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Jaffetilchin Investment Partners held 16,149 shares of Schwab US Large-Cap Growth ETF worth $470K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1 Schwab US Large-Cap Growth ETF share in Q1 2026, an estimated $31.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #278 holding.
  • Jaffetilchin Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • Jaffetilchin Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $551K in Q2 2025.
  • 1,617 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.