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Latitude Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Latitude 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 		$270K Buy
9,279
+241
+3% +$7.49K 0.12% 179
2025
Q4 		$295K Sell
9,038
-814
-8% -$26.5K 0.13% 167
2025
Q3 		$314K Buy
9,852
+2,451
+33% +$74.7K 0.14% 144
2025
Q2 		$216K Buy
+7,401
New +$196K 0.11% 194
2025
Q1 		– Sell
-7,336
Closed -$204K – 197
2024
Q4 		$204K Buy
+7,336
New +$201K 0.12% 179

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

Latitude Advisors's SCHG Position: Q1 2026 in Review

Latitude Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q1 2026, buying an estimated $7.49K and bringing the position to 9,279 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #179.

Latitude Advisors first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $314K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Latitude Advisors held 9,279 shares of Schwab US Large-Cap Growth ETF worth $270K as of Q1 2026.
  • Latitude Advisors bought 241 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $7.49K.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Latitude Advisors's portfolio in Q1 2026, its #179 holding.
  • Latitude Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Latitude Advisors's Schwab US Large-Cap Growth ETF position peaked at $314K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.