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Long Island Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Long Island Wealth Management’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 		$4.97M Sell
170,645
-8,450
-5% -$263K 2.31% 12
2025
Q4 		$5.84M Sell
179,095
-979
-0.5% -$31.8K 2.76% 10
2025
Q3 		$5.75M Sell
180,074
-630
-0.3% -$19.2K 2.8% 10
2025
Q2 		$5.28M Sell
180,704
-7,421
-4% -$196K 2.74% 10
2025
Q1 		$4.71M Buy
188,125
+1,124
+0.6% +$30.8K 2.87% 11
2024
Q4 		$5.21M Sell
187,001
-64,475
-26% -$1.76M 3.26% 9
2024
Q3 		$6.55M Buy
251,476
+60,044
+31% +$1.51M 4.3% 5
2024
Q2 		$4.83M Sell
191,432
-2,500
-1% -$59K 3.4% 6
2024
Q1 		$4.5M Sell
193,932
-9,880
-5% -$219K 3.17% 6
2023
Q4 		$4.23M Buy
+203,812
New +$3.94M 3.01% 6

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

Long Island Wealth Management's SCHG Position: Q1 2026 in Review

Long Island Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q1 2026, selling an estimated $263K and leaving 170,645 shares worth $4.97M. The position accounts for 2.31% of the portfolio, ranked #12.

Long Island Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.55M in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Long Island Wealth Management held 170,645 shares of Schwab US Large-Cap Growth ETF worth $4.97M as of Q1 2026.
  • Long Island Wealth Management sold 8,450 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $263K.
  • Schwab US Large-Cap Growth ETF made up 2.31% of Long Island Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Long Island Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Long Island Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $6.55M in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.