JT Stratford LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JT Stratford 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	$2.87M	Buy	98,485 +6,416	+7%	+$199K	0.37%	63
2025 Q4	$3M	Buy	92,069 +832	+0.9%	+$27.1K	0.39%	62
2025 Q3	$2.91M	Buy	91,237 +9,349	+11%	+$285K	0.39%	58
2025 Q2	$2.39M	Buy	81,888 +8,118	+11%	+$215K	0.36%	58
2025 Q1	$1.85M	Buy	73,770 +23,411	+46%	+$641K	0.33%	73
2024 Q4	$1.4M	Buy	50,359 +12,383	+33%	+$339K	0.23%	103
2024 Q3	$989K	Buy	37,976 +17,160	+82%	+$432K	0.17%	148
2024 Q2	$525K	Buy	+20,816	New	+$491K	0.1%	189

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

JT Stratford LLC's SCHG Position: Q1 2026 in Review

JT Stratford LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7% in Q1 2026, buying an estimated $199K and bringing the position to 98,485 shares worth $2.87M. The position accounts for 0.37% of the portfolio, ranked #63.

JT Stratford LLC first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $3M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

JT Stratford LLC held 98,485 shares of Schwab US Large-Cap Growth ETF worth $2.87M as of Q1 2026.
JT Stratford LLC bought 6,416 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $199K.
Schwab US Large-Cap Growth ETF made up 0.37% of JT Stratford LLC's portfolio in Q1 2026, its #63 holding.
JT Stratford LLC first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
JT Stratford LLC's Schwab US Large-Cap Growth ETF position peaked at $3M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.