MIFH
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Migdal Insurance & Financial Holdings’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Migdal Insurance & Financial 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
Q2 		$506K Sell
14,955
-3,995
-21% -$132K ﹤0.01% 178
2026
Q1 		$552K Sell
18,950
-17,906
-49% -$557K ﹤0.01% 172
2025
Q4 		$1.2M Sell
36,856
-9,913
-21% -$322K 0.01% 131
2025
Q3 		$1.49M Sell
46,769
-158,391
-77% -$4.83M 0.02% 128
2025
Q2 		$5.99M Sell
205,160
-252,725
-55% -$6.68M 0.07% 91
2025
Q1 		$11.5M Sell
457,885
-2,644
-0.6% -$72.4K 0.16% 81
2024
Q4 		$12.8M Buy
460,529
+1,321
+0.3% +$36.1K 0.18% 71
2024
Q3 		$12M Buy
459,208
+3,708
+0.8% +$93.3K 0.19% 67
2024
Q2 		$11.5M Sell
455,500
-508
-0.1% -$12K 0.19% 75
2024
Q1 		$10.6M Buy
456,008
+5,792
+1% +$128K 0.17% 76
2023
Q4 		$9.34M Sell
450,216
-40,060
-8% -$775K 0.19% 77
2023
Q3 		$8.91M Sell
490,276
-29,636
-6% -$558K 0.19% 75
2023
Q2 		$9.74M Buy
519,912
+86,476
+20% +$1.48M 0.23% 67
2023
Q1 		$7.06M Buy
433,436
+3,240
+0.8% +$49.2K 0.16% 71
2022
Q4 		$5.97M Buy
430,196
+2,172
+0.5% +$31.2K 0.13% 74
2022
Q3 		$6.03M Buy
428,024
+120,480
+39% +$1.89M 0.14% 77
2022
Q2 		$4.46M Buy
307,544
+37,900
+14% +$606K 0.1% 81
2022
Q1 		$5.04M Buy
269,644
+19,644
+8% +$358K 0.09% 96
2021
Q4 		$5.12M Sell
250,000
-112
-0% -$2.24K 0.05% 130
2021
Q3 		$4.63M Buy
250,112
+169,312
+210% +$3.23M 0.05% 135
2021
Q2 		$1.47M Buy
+80,800
New +$1.4M 0.02% 210

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SCHG Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 21% in Q2 2026, selling an estimated $132K and leaving 14,955 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Migdal Insurance & Financial Holdings first reported a position in SCHG in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.8M in Q4 2024. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 14,955 shares of Schwab US Large-Cap Growth ETF worth $506K as of Q2 2026.
  • Migdal Insurance & Financial Holdings sold 3,995 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $132K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #178 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Migdal Insurance & Financial Holdings's Schwab US Large-Cap Growth ETF position peaked at $12.8M in Q4 2024.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.