Menora Mivtachim Holdings’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Menora Mivtachim Holdings’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	$5.74M	Hold	196,932	–	–	0.03%	113
2025 Q4	$6.42M	Hold	196,932	–	–	0.03%	98
2025 Q3	$6.28M	Hold	196,932	–	–	0.03%	101
2025 Q2	$5.75M	Buy	196,932 +2,140	+1%	+$56.6K	0.03%	97
2025 Q1	$4.88M	Buy	194,792 +24,187	+14%	+$662K	0.03%	88
2024 Q4	$4.75M	Buy	170,605 +2,505	+1%	+$68.5K	0.03%	73
2024 Q3	$4.38M	Buy	168,100 +4,980	+3%	+$125K	0.03%	68
2024 Q2	$4.11M	Buy	+163,120	New	+$3.85M	0.03%	72

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

Menora Mivtachim Holdings's SCHG Position: Q1 2026 in Review

Menora Mivtachim Holdings held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 196,932 shares worth $5.74M. The position accounts for 0.03% of the portfolio, ranked #113.

Menora Mivtachim Holdings first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.42M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Menora Mivtachim Holdings held 196,932 shares of Schwab US Large-Cap Growth ETF worth $5.74M as of Q1 2026.
Menora Mivtachim Holdings left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #113 holding.
Menora Mivtachim Holdings first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Menora Mivtachim Holdings's Schwab US Large-Cap Growth ETF position peaked at $6.42M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.