Lido Advisors
SCHG icon

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

Lido 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 		$90.7M Sell
3,114,183
-59,779
-2% -$1.86M 0.28% 58
2025
Q4 		$102M Buy
3,173,962
+697,937
+28% +$22.7M 0.31% 49
2025
Q3 		$79M Buy
2,476,025
+1,956,695
+377% +$59.6M 0.25% 59
2025
Q2 		$15.2M Sell
519,330
-2,179,465
-81% -$57.6M 0.06% 191
2025
Q1 		$67.6M Buy
2,698,795
+226,566
+9% +$6.21M 0.3% 48
2024
Q4 		$68.9M Buy
2,472,229
+2,301,993
+1,352% +$63M 0.31% 43
2024
Q3 		$4.43M Sell
170,236
-12,428
-7% -$313K 0.02% 329
2024
Q2 		$4.61M Sell
182,664
-24,072
-12% -$568K 0.03% 298
2024
Q1 		$4.79M Sell
206,736
-1,060,320
-84% -$23.5M 0.03% 289
2023
Q4 		$19.1M Buy
+1,267,056
New +$24.5M 0.13% 87
2023
Q3 		– Sell
-122,492
Closed -$2.3M – 1296
2023
Q2 		$2.3M Buy
122,492
+62,416
+104% +$1.07M 0.02% 342
2023
Q1 		$760K Buy
+60,076
New +$912K 0.01% 543
2022
Q3 		– Sell
-17,384
Closed -$252K – 1024
2022
Q2 		$252K Hold
17,384
– – ﹤0.01% 805
2022
Q1 		$325K Hold
17,384
– – ﹤0.01% 785
2021
Q4 		$358K Buy
17,384
+5,000
+40% +$99.9K ﹤0.01% 738
2021
Q3 		$230K Sell
12,384
-232
-2% -$4.42K ﹤0.01% 855
2021
Q2 		$230K Sell
12,616
-600
-5% -$10.4K ﹤0.01% 817
2021
Q1 		$214K Sell
13,216
-24
-0.2% -$391 ﹤0.01% 787
2020
Q4 		$212K Buy
+13,240
New +$201K ﹤0.01% 748

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

Lido Advisors's SCHG Position: Q1 2026 in Review

Lido Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q1 2026, selling an estimated $1.86M and leaving 3,114,183 shares worth $90.7M. The position accounts for 0.28% of the portfolio, ranked #58.

Lido Advisors first reported a position in SCHG in Q4 2020 and has held it in 19 quarters since. The position peaked at $102M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Lido Advisors held 3,114,183 shares of Schwab US Large-Cap Growth ETF worth $90.7M as of Q1 2026.
  • Lido Advisors sold 59,779 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.86M.
  • Schwab US Large-Cap Growth ETF made up 0.28% of Lido Advisors's portfolio in Q1 2026, its #58 holding.
  • Lido Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • Lido Advisors's Schwab US Large-Cap Growth ETF position peaked at $102M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.