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LaSalle St. Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

LaSalle St. Investment Advisors’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 		$676K Sell
23,209
-2,334
-9% -$72.6K 0.1% 162
2025
Q4 		$833K Sell
25,543
-596
-2% -$19.4K 0.13% 127
2025
Q3 		$834K Buy
+26,139
New +$797K 0.15% 113
2025
Q2 		– Sell
-9,517
Closed -$238K – 346
2025
Q1 		$238K Buy
+9,517
New +$261K 0.06% 265

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 $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

LaSalle St. Investment Advisors's SCHG Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.1% in Q1 2026, selling an estimated $72.6K and leaving 23,209 shares worth $676K. The position accounts for 0.1% of the portfolio, ranked #162.

LaSalle St. Investment Advisors first reported a position in SCHG in Q1 2025 and has held it in 4 quarters since. The position peaked at $834K in Q3 2025. 1,615 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • LaSalle St. Investment Advisors held 23,209 shares of Schwab US Large-Cap Growth ETF worth $676K as of Q1 2026.
  • LaSalle St. Investment Advisors sold 2,334 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $72.6K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • LaSalle St. Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • LaSalle St. Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $834K in Q3 2025.
  • 1,615 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.