Klingman & Associates
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Klingman & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Klingman & Associates’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
Q3 		$490K Hold
13,634
– – 0.02% 224
2026
Q2 		$461K Sell
13,634
-747
-5% -$24.8K 0.02% 213
2026
Q1 		$419K Sell
14,381
-2,157
-13% -$67.1K 0.02% 214
2025
Q4 		$539K Sell
16,538
-764
-4% -$24.8K 0.03% 185
2025
Q3 		$552K Sell
17,302
-465
-3% -$14.2K 0.03% 175
2025
Q2 		$519K Sell
17,767
-181
-1% -$4.78K 0.03% 169
2025
Q1 		$449K Sell
17,948
-177
-1% -$4.85K 0.03% 168
2024
Q4 		$505K Sell
18,125
-483
-3% -$13.2K 0.03% 149
2024
Q3 		$485K Sell
18,608
-24
-0.1% -$604 0.03% 159
2024
Q2 		$470K Sell
18,632
-1,096
-6% -$25.9K 0.03% 143
2024
Q1 		$457K Sell
19,728
-2,796
-12% -$61.8K 0.03% 149
2023
Q4 		$467K Hold
22,524
– – 0.03% 139
2023
Q3 		$409K Hold
22,524
– – 0.03% 148
2023
Q2 		$422K Hold
22,524
– – 0.03% 143
2023
Q1 		$367K Hold
22,524
– – 0.03% 143
2022
Q4 		$313K Sell
22,524
-464
-2% -$6.67K 0.03% 155
2022
Q3 		$321K Hold
22,988
– – 0.03% 143
2022
Q2 		$333K Hold
22,988
– – 0.03% 145
2022
Q1 		$430K Sell
22,988
-924
-4% -$16.9K 0.04% 134
2021
Q4 		$489K Hold
23,912
– – 0.04% 109
2021
Q3 		$443K Sell
23,912
-1,032
-4% -$19.7K 0.04% 107
2021
Q2 		$455K Sell
24,944
-3,504
-12% -$60.6K 0.04% 105
2021
Q1 		$461K Sell
28,448
-360
-1% -$5.86K 0.05% 100
2020
Q4 		$462K Hold
28,808
– – 0.05% 95
2020
Q3 		$415K Sell
28,808
-2,656
-8% -$37K 0.06% 91
2020
Q2 		$399K Sell
31,464
-1,112
-3% -$13K 0.06% 84
2020
Q1 		$324K Buy
32,576
+15,000
+85% +$171K 0.07% 93
2019
Q4 		$204K Buy
+17,576
New +$194K 0.03% 133

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Klingman & Associates's SCHG Position: Q3 2026 in Review

Klingman & Associates held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 13,634 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #224.

Klingman & Associates first reported a position in SCHG in Q4 2019 and has held it in 28 quarters since. The position peaked at $552K in Q3 2025. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Klingman & Associates held 13,634 shares of Schwab US Large-Cap Growth ETF worth $490K as of Q3 2026.
  • Klingman & Associates left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #224 holding.
  • Klingman & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Klingman & Associates's Schwab US Large-Cap Growth ETF position peaked at $552K in Q3 2025.
  • 1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.