LBC
SCHG icon

Lowe Brockenbrough & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lowe Brockenbrough & Co’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 		$45.1M Buy
1,546,872
+1,074,695
+228% +$33.4M 2.25% 9
2025
Q4 		$15.4M Sell
472,177
-20,970
-4% -$682K 0.76% 41
2025
Q3 		$15.7M Sell
493,147
-4,360
-0.9% -$133K 0.81% 35
2025
Q2 		$14.5M Sell
497,507
-39,206
-7% -$1.04M 0.82% 32
2025
Q1 		$13.4M Sell
536,713
-6,259
-1% -$171K 0.88% 34
2024
Q4 		$15.1M Sell
542,972
-38,580
-7% -$1.06M 0.97% 27
2024
Q3 		$15.1M Buy
581,552
+27,236
+5% +$685K 0.97% 26
2024
Q2 		$14M Sell
554,316
-144,588
-21% -$3.41M 0.93% 32
2024
Q1 		$16.2M Sell
698,904
-126,608
-15% -$2.8M 1.09% 24
2023
Q4 		$17.1M Sell
825,512
-1,051,404
-56% -$20.3M 1.33% 15
2023
Q3 		$34.1M Buy
1,876,916
+70,360
+4% +$1.32M 2.65% 4
2023
Q2 		$33.9M Buy
1,806,556
+100,908
+6% +$1.73M 2.55% 4
2023
Q1 		$27.8M Buy
1,705,648
+271,556
+19% +$4.12M 2.25% 4
2022
Q4 		$19.9M Buy
1,434,092
+236,296
+20% +$3.4M 1.73% 10
2022
Q3 		$16.7M Buy
1,197,796
+753,640
+170% +$11.8M 1.61% 12
2022
Q2 		$6.51M Sell
444,156
-149,368
-25% -$2.39M 0.57% 60
2022
Q1 		$11.1M Buy
593,524
+141,932
+31% +$2.59M 0.82% 41
2021
Q4 		$9.25M Buy
451,592
+209,400
+86% +$4.19M 0.68% 52
2021
Q3 		$4.48M Buy
242,192
+100,184
+71% +$1.91M 0.35% 78
2021
Q2 		$2.59M Sell
142,008
-12,120
-8% -$210K 0.23% 96
2021
Q1 		$2.5M Sell
154,128
-12,608
-8% -$205K 0.24% 100
2020
Q4 		$2.68M Buy
166,736
+27,480
+20% +$417K 0.29% 89
2020
Q3 		$2M Buy
139,256
+7,472
+6% +$104K 0.25% 97
2020
Q2 		$1.67M Sell
131,784
-40,000
-23% -$466K 0.22% 102
2020
Q1 		$1.71M Sell
171,784
-5,400
-3% -$61.6K 0.28% 91
2019
Q4 		$2.06M Buy
177,184
+36,840
+26% +$406K 0.26% 100
2019
Q3 		$1.47M Buy
140,344
+105,712
+305% +$1.11M 0.2% 119
2019
Q2 		$360K Buy
34,632
+136
+0.4% +$1.38K 0.05% 182
2019
Q1 		$343K Sell
34,496
-536
-2% -$5.07K 0.05% 181
2018
Q4 		$302K Buy
35,032
+1,200
+4% +$11.2K 0.05% 172
2018
Q3 		$347K Hold
33,832
– – 0.05% 176
2018
Q2 		$320K Hold
33,832
– – 0.05% 178
2018
Q1 		$303K Hold
33,832
– – 0.04% 177
2017
Q4 		$299K Buy
33,832
+2,320
+7% +$19.9K 0.04% 178
2017
Q3 		$260K Buy
31,512
+1,112
+4% +$9.02K 0.04% 185
2017
Q2 		$240K Sell
30,400
-760
-2% -$5.92K 0.04% 184
2017
Q1 		$236K Buy
31,160
+1,080
+4% +$7.99K 0.04% 182
2016
Q4 		$210K Hold
30,080
– – 0.04% 188
2016
Q3 		$209K Buy
+30,080
New +$207K 0.04% 182

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

Lowe Brockenbrough & Co's SCHG Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 228% in Q1 2026, buying an estimated $33.4M and bringing the position to 1,546,872 shares worth $45.1M. The position accounts for 2.25% of the portfolio, ranked #9.

Lowe Brockenbrough & Co first reported a position in SCHG in Q3 2016 and has held it in 39 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Lowe Brockenbrough & Co held 1,546,872 shares of Schwab US Large-Cap Growth ETF worth $45.1M as of Q1 2026.
  • Lowe Brockenbrough & Co bought 1,074,695 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $33.4M.
  • Schwab US Large-Cap Growth ETF made up 2.25% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #9 holding.
  • Lowe Brockenbrough & Co first reported a position in Schwab US Large-Cap Growth ETF in Q3 2016 and has held it in 39 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.