MHC
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Meyer Handelman Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Meyer Handelman Company’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 		$207K Hold
7,096
– – 0.01% 215
2025
Q4 		$231K Hold
7,096
– – 0.01% 206
2025
Q3 		$226K Buy
+7,096
New +$216K 0.01% 206

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MG
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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

Meyer Handelman Company's SCHG Position: Q1 2026 in Review

Meyer Handelman Company held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 7,096 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #215.

Meyer Handelman Company first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Meyer Handelman Company held 7,096 shares of Schwab US Large-Cap Growth ETF worth $207K as of Q1 2026.
  • Meyer Handelman Company left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Meyer Handelman Company's portfolio in Q1 2026, its #215 holding.
  • Meyer Handelman Company first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Meyer Handelman Company's Schwab US Large-Cap Growth ETF position peaked at $231K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.