Lloyd Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lloyd Advisory Services’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	$54.7K	Sell	1,879 -14	-0.7%	-$435	0.02%	264
2025 Q4	$61.7K	Sell	1,893 -51,256	-96%	-$1.67M	0.02%	222
2025 Q3	$1.7M	Buy	+53,149	New	+$1.62M	0.8%	24
2025 Q1	–	Sell	-66,760	Closed	-$1.86M	–	112
2024 Q4	$1.86M	Buy	66,760 +752	+1%	+$20.6K	0.88%	20
2024 Q3	$1.72M	Sell	66,008 -6,516	-9%	-$164K	0.83%	23
2024 Q2	$1.83M	Buy	+72,524	New	+$1.71M	0.86%	22
2024 Q1	–	Sell	-92,488	Closed	-$1.92M	–	169
2023 Q4	$1.92M	Buy	+92,488	New	+$1.79M	0.91%	24
2022 Q2	–	Sell	-64	Closed	-$1K	–	459
2022 Q1	$1K	Sell	64 -2,480	-97%	-$45.2K	﹤0.01%	579
2021 Q4	$52K	Buy	2,544 +280	+12%	+$5.6K	0.02%	202
2021 Q3	$42K	Sell	2,264 -176,104	-99%	-$3.35M	0.02%	176
2021 Q2	$3.25M	Buy	+178,368	New	+$3.09M	1.64%	16
2020 Q4	–	Sell	-216	Closed	-$3K	–	382
2020 Q3	$3K	Buy	+216	New	+$3.01K	﹤0.01%	268
2020 Q2	–	Sell	-224	Closed	-$2K	–	340
2020 Q1	$2K	Buy	+224	New	+$2.56K	﹤0.01%	227

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lloyd Advisory Services's SCHG Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.74% in Q1 2026, selling an estimated $435 and leaving 1,879 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #264.

Lloyd Advisory Services first reported a position in SCHG in Q1 2020 and has held it in 13 quarters since. The position peaked at $3.25M in Q2 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Lloyd Advisory Services held 1,879 shares of Schwab US Large-Cap Growth ETF worth $54.7K as of Q1 2026.
Lloyd Advisory Services sold 14 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $435.
Schwab US Large-Cap Growth ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #264 holding.
Lloyd Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 13 quarters since.
Lloyd Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $3.25M in Q2 2021.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.