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Nadler Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nadler Financial Group’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 		$57.2M Buy
1,963,406
+35,829
+2% +$1.11M 5.51% 6
2025
Q4 		$62.9M Buy
1,927,577
+11,754
+0.6% +$382K 5.85% 7
2025
Q3 		$61.1M Sell
1,915,823
-26,986
-1% -$822K 5.83% 7
2025
Q2 		$56.7M Buy
1,942,809
+50,947
+3% +$1.35M 5.81% 7
2025
Q1 		$47.4M Sell
1,891,862
-79,449
-4% -$2.18M 5.25% 7
2024
Q4 		$54.9M Buy
1,971,311
+28,679
+1% +$784K 5.79% 7
2024
Q3 		$50.6M Buy
1,942,632
+17,372
+0.9% +$437K 5.58% 7
2024
Q2 		$48.5M Buy
1,925,260
+37,616
+2% +$887K 5.7% 8
2024
Q1 		$43.8M Buy
1,887,644
+22,672
+1% +$501K 5.39% 8
2023
Q4 		$38.7M Sell
1,864,972
-38,568
-2% -$746K 5.21% 8
2023
Q3 		$34.6M Buy
1,903,540
+16,476
+0.9% +$310K 5.24% 8
2023
Q2 		$35.4M Sell
1,887,064
-16,280
-0.9% -$279K 5.17% 9
2023
Q1 		$31M Buy
1,903,344
+49,160
+3% +$746K 4.94% 9
2022
Q4 		$25.8M Buy
1,854,184
+264,972
+17% +$3.81M 4.5% 10
2022
Q3 		$22.2M Buy
1,589,212
+46,456
+3% +$728K 4.22% 12
2022
Q2 		$22.4M Buy
1,542,756
+133,028
+9% +$2.13M 4.12% 12
2022
Q1 		$26.4M Buy
1,409,728
+87,768
+7% +$1.6M 4.13% 12
2021
Q4 		$27.1M Buy
1,321,960
+17,856
+1% +$357K 4% 12
2021
Q3 		$24.1M Sell
1,304,104
-35,576
-3% -$678K 3.94% 12
2021
Q2 		$24.4M Buy
1,339,680
+69,632
+5% +$1.2M 4% 12
2021
Q1 		$20.6M Buy
1,270,048
+39,440
+3% +$642K 3.68% 12
2020
Q4 		$19.8M Buy
1,230,608
+40,976
+3% +$621K 3.77% 12
2020
Q3 		$17.1M Buy
1,189,632
+51,704
+5% +$721K 3.8% 11
2020
Q2 		$14.4M Buy
1,137,928
+3,568
+0.3% +$41.6K 3.61% 12
2020
Q1 		$11.3M Buy
1,134,360
+992
+0.1% +$11.3K 3.47% 13
2019
Q4 		$13.2M Buy
1,133,368
+40,056
+4% +$441K 3.25% 13
2019
Q3 		$11.5M Buy
1,093,312
+62,664
+6% +$660K 3.2% 12
2019
Q2 		$10.7M Buy
1,030,648
+132,048
+15% +$1.34M 3.1% 11
2019
Q1 		$8.92M Sell
898,600
-110,336
-11% -$1.04M 2.84% 12
2018
Q4 		$8.69M Buy
1,008,936
+67,232
+7% +$626K 2.85% 12
2018
Q3 		$9.65M Buy
941,704
+20,024
+2% +$199K 2.61% 14
2018
Q2 		$8.73M Buy
921,680
+82,816
+10% +$771K 2.47% 14
2018
Q1 		$7.52M Buy
838,864
+45,016
+6% +$415K 2.32% 13
2017
Q4 		$7.02M Buy
793,848
+27,144
+4% +$233K 2.14% 13
2017
Q3 		$6.33M Buy
766,704
+1,408
+0.2% +$11.4K 2.09% 13
2017
Q2 		$6.05M Buy
765,296
+38,816
+5% +$303K 2.06% 12
2017
Q1 		$5.49M Buy
726,480
+42,448
+6% +$314K 1.92% 12
2016
Q4 		$4.77M Buy
684,032
+7,440
+1% +$51.5K 1.77% 12
2016
Q3 		$4.69M Buy
676,592
+18,872
+3% +$130K 1.85% 12
2016
Q2 		$4.31M Buy
657,720
+30,248
+5% +$199K 1.82% 12
2016
Q1 		$4.11M Buy
627,472
+17,952
+3% +$111K 1.8% 12
2015
Q4 		$4.03M Buy
609,520
+67,224
+12% +$449K 1.82% 12
2015
Q3 		$3.39M Buy
542,296
+74,120
+16% +$493K 1.69% 12
2015
Q2 		$3.14M Buy
468,176
+137,024
+41% +$934K 1.48% 13
2015
Q1 		$2.23M Buy
331,152
+118,968
+56% +$788K 1.07% 14
2014
Q4 		$1.37M Buy
212,184
+60,384
+40% +$380K 0.71% 17
2014
Q3 		$933K Buy
+151,800
New +$934K 0.56% 20

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

Nadler Financial Group's SCHG Position: Q1 2026 in Review

Nadler Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q1 2026, buying an estimated $1.11M and bringing the position to 1,963,406 shares worth $57.2M. The position accounts for 5.51% of the portfolio, ranked #6.

Nadler Financial Group first reported a position in SCHG in Q3 2014 and has held it in 47 quarters since. The position peaked at $62.9M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Nadler Financial Group held 1,963,406 shares of Schwab US Large-Cap Growth ETF worth $57.2M as of Q1 2026.
  • Nadler Financial Group bought 35,829 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.11M.
  • Schwab US Large-Cap Growth ETF made up 5.51% of Nadler Financial Group's portfolio in Q1 2026, its #6 holding.
  • Nadler Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2014 and has held it in 47 quarters since.
  • Nadler Financial Group's Schwab US Large-Cap Growth ETF position peaked at $62.9M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Nadler Financial Group's 13F filing for Q1 2026, filed 4 May 2026.