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L.J. Altfest & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

L.J. Altfest & 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 		$753K Buy
25,842
+56
+0.2% +$1.74K 0.08% 175
2025
Q4 		$841K Buy
25,786
+10
+0% +$325 0.09% 153
2025
Q3 		$822K Sell
25,776
-1,231
-5% -$37.5K 0.09% 157
2025
Q2 		$789K Sell
27,007
-702
-3% -$18.6K 0.09% 149
2025
Q1 		$694K Sell
27,709
-1,929
-7% -$52.8K 0.09% 164
2024
Q4 		$826K Sell
29,638
-170
-0.6% -$4.65K 0.11% 134
2024
Q3 		$776K Buy
29,808
+20
+0.1% +$503 0.1% 153
2024
Q2 		$751K Hold
29,788
– – 0.1% 139
2024
Q1 		$691K Sell
29,788
-712
-2% -$15.7K 0.1% 155
2023
Q4 		$633K Sell
30,500
-1,188
-4% -$23K 0.09% 153
2023
Q3 		$576K Sell
31,688
-876
-3% -$16.5K 0.09% 157
2023
Q2 		$610K Sell
32,564
-636
-2% -$10.9K 0.09% 153
2023
Q1 		$541K Buy
33,200
+28
+0.1% +$425 0.08% 156
2022
Q4 		$461K Sell
33,172
-8,388
-20% -$121K 0.08% 165
2022
Q3 		$580K Buy
41,560
+280
+0.7% +$4.39K 0.11% 124
2022
Q2 		$598K Sell
41,280
-3,892
-9% -$62.2K 0.11% 131
2022
Q1 		$845K Sell
45,172
-1,196
-3% -$21.8K 0.15% 107
2021
Q4 		$949K Sell
46,368
-1,400
-3% -$28K 0.18% 98
2021
Q3 		$884K Sell
47,768
-1,016
-2% -$19.4K 0.19% 92
2021
Q2 		$890K Sell
48,784
-2,632
-5% -$45.5K 0.19% 93
2021
Q1 		$834K Buy
51,416
+16
+0% +$260 0.2% 94
2020
Q4 		$825K Sell
51,400
-1,488
-3% -$22.6K 0.2% 91
2020
Q3 		$761K Buy
52,888
+11,984
+29% +$167K 0.2% 84
2020
Q2 		$519K Sell
40,904
-6,448
-14% -$75.2K 0.15% 106
2020
Q1 		$471K Sell
47,352
-4,464
-9% -$50.9K 0.15% 103
2019
Q4 		$602K Buy
51,816
+176
+0.3% +$1.94K 0.15% 93
2019
Q3 		$542K Sell
51,640
-1,352
-3% -$14.3K 0.14% 94
2019
Q2 		$551K Sell
52,992
-1,928
-4% -$19.6K 0.15% 99
2019
Q1 		$545K Buy
54,920
+1,200
+2% +$11.3K 0.13% 98
2018
Q4 		$463K Buy
+53,720
New +$500K 0.13% 96

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

L.J. Altfest & Co's SCHG Position: Q1 2026 in Review

L.J. Altfest & Co increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.22% in Q1 2026, buying an estimated $1.74K and bringing the position to 25,842 shares worth $753K. The position accounts for 0.08% of the portfolio, ranked #175.

L.J. Altfest & Co first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $949K in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • L.J. Altfest & Co held 25,842 shares of Schwab US Large-Cap Growth ETF worth $753K as of Q1 2026.
  • L.J. Altfest & Co bought 56 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.74K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of L.J. Altfest & Co's portfolio in Q1 2026, its #175 holding.
  • L.J. Altfest & Co first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • L.J. Altfest & Co's Schwab US Large-Cap Growth ETF position peaked at $949K in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.