Joel Isaacson & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Joel Isaacson & Co’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	$204K	Hold	7,007	–	–	0.01%	431
2025 Q4	$229K	Sell	7,007 -556	-7%	-$18.1K	0.01%	415
2025 Q3	$241K	Sell	7,563 -14	-0.2%	-$427	0.01%	402
2025 Q2	$221K	Buy	+7,577	New	+$200K	0.01%	390
2025 Q1	–	Sell	-11,480	Closed	-$320K	–	412
2024 Q4	$320K	Buy	+11,480	New	+$314K	0.01%	289

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

Joel Isaacson & Co's SCHG Position: Q1 2026 in Review

Joel Isaacson & Co held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 7,007 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #431.

Joel Isaacson & Co first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $320K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Joel Isaacson & Co held 7,007 shares of Schwab US Large-Cap Growth ETF worth $204K as of Q1 2026.
Joel Isaacson & Co 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 Joel Isaacson & Co's portfolio in Q1 2026, its #431 holding.
Joel Isaacson & Co first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Joel Isaacson & Co's Schwab US Large-Cap Growth ETF position peaked at $320K in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.